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
$88.9M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.9M 21.32%
183,547
2
$17.8M 20%
177,102
3
$7.85M 8.84%
105,700
4
$7.49M 8.43%
160,098
5
$6.11M 6.88%
109,444
+2,402
6
$5.18M 5.83%
53,232
7
$4.04M 4.55%
29,457
8
$3.59M 4.04%
101,898
+665
9
$2.9M 3.27%
32,759
+292
10
$1.23M 1.38%
18,447
11
$1.08M 1.21%
31,396
+258
12
$1.05M 1.18%
9,817
+44
13
$452K 0.51%
10,160
+123