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
$73.3M
AUM Growth
-$455K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.8M 21.59%
170,105
+993
2
$14.1M 19.23%
151,073
+7,987
3
$6.52M 8.9%
147,184
+9,532
4
$6.44M 8.79%
96,035
+4,647
5
$6.08M 8.3%
106,135
+1,599
6
$4.45M 6.08%
49,428
+1,750
7
$3.36M 4.58%
25,058
+2,281
8
$2.56M 3.49%
77,210
+21,397
9
$2.39M 3.26%
31,669
+633
10
$1M 1.37%
30,673
+160
11
$935K 1.28%
18,447