LFWA

LBJ Family Wealth Advisors Portfolio holdings

AUM $183M
1-Year Est. Return 14.2%
This Quarter Est. Return
1 Year Est. Return
+14.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.7M
AUM Growth
-$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1 +$6.05K

Top Sells

1 +$95.1K
2 +$41.9K
3 +$36.6K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$35.5K

Sector Composition

1 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.7M 22.71%
169,112
-960
2
$14.8M 20.02%
143,086
-355
3
$6.74M 9.14%
91,388
4
$6.67M 9.04%
137,652
-734
5
$6.64M 9%
104,536
6
$4.86M 6.59%
47,678
7
$3.52M 4.78%
22,777
-271
8
$2.32M 3.14%
31,036
9
$2.28M 3.1%
55,813
10
$1.21M 1.64%
30,513
11
$879K 1.19%
18,447
+127