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
$121M
AUM Growth
-$819K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$112K
3
+$51.7K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$45.6K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$38.2K

Top Sells

1
+$129K
2
+$25.7K
3
+$2.49K

Sector Composition

1 Financials 2.16%
2 Healthcare 1.53%
3 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 21.42%
189,985
+281
2
$24.4M 20.2%
203,282
+2,227
3
$11.4M 9.47%
132,231
+1,299
4
$11.3M 9.39%
184,426
+742
5
$7.92M 6.56%
64,949
+274
6
$7.63M 6.32%
109,551
7
$7.49M 6.21%
125,806
+868
8
$6.23M 5.16%
32,713
-135
9
$5.59M 4.63%
118,959
-53
10
$2.68M 2.22%
35,466
+330
11
$2.61M 2.16%
29,013
12
$1.85M 1.53%
90,200
13
$1.53M 1.27%
31,694
14
$1.41M 1.17%
82,933
-7,593
15
$1.38M 1.14%
10,152
+43
16
$799K 0.66%
18,447
17
$601K 0.5%
10,636
+27