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
$86.5M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.1M 20.96%
183,547
+30,615
2
$17.7M 20.42%
177,102
+5,785
3
$7.5M 8.66%
105,700
+6,499
4
$7.38M 8.53%
160,098
+9,312
5
$6.12M 7.07%
107,042
6
$4.96M 5.73%
53,232
+1,956
7
$3.91M 4.51%
29,457
+3,249
8
$3.5M 4.05%
101,233
+16,506
9
$2.72M 3.14%
32,467
+366
10
$1.78M 2.05%
18,447
11
$1.07M 1.23%
31,138
12
$1.02M 1.18%
+9,773
13
$451K 0.52%
10,037
+31