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
$154M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$178K
2
+$177K
3
+$140K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$91.2K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$83.8K

Top Sells

1
+$1.1M
2
+$221K
3
+$99.9K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$20.1K

Sector Composition

1 Healthcare 2.44%
2 Financials 0.86%
3 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.7M 23.89%
152,175
-4,576
2
$27.1M 17.66%
198,355
+527
3
$17.2M 11.21%
167,702
+816
4
$13.5M 8.81%
139,648
+1,837
5
$10.6M 6.92%
180,916
+3,022
6
$9.21M 6%
69,919
+214
7
$8.58M 5.58%
117,560
+994
8
$8.48M 5.52%
29,596
-70
9
$6.63M 4.32%
132,288
+1,820
10
$3.75M 2.44%
30,368
11
$3.14M 2.04%
36,958
+578
12
$1.97M 1.28%
10,129
-513
13
$1.7M 1.1%
32,853
+249
14
$1.31M 0.86%
22,093
-3,709
15
$1.12M 0.73%
5,282
+20
16
$892K 0.58%
18,447
17
$695K 0.45%
11,550
+113
18
$472K 0.31%
4,085
+1,209
19
$454K 0.3%
10,458
+73