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
$96.6M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$968K
3
+$795K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$517K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$511K

Top Sells

1
+$181K
2
+$25.1K
3
+$55

Sector Composition

1 Consumer Staples 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 21.17%
193,581
+10,034
2
$19.4M 20.11%
186,397
+9,295
3
$8.91M 9.23%
116,061
+10,361
4
$8.27M 8.57%
169,940
+9,842
5
$6.29M 6.51%
106,380
-3,064
6
$6.09M 6.31%
58,166
+4,934
7
$4.9M 5.07%
32,892
+3,435
8
$4.25M 4.4%
112,850
+10,952
9
$2.86M 2.96%
32,989
+230
10
$1.15M 1.19%
30,725
-671
11
$1.1M 1.14%
9,864
+47
12
$1.01M 1.04%
18,446
-1
13
$482K 0.5%
10,221
+61