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
$172M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$765K
2
+$592K
3
+$421K
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$344K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$251K

Top Sells

1
+$585K
2
+$484K
3
+$117K
4
TCBI icon
Texas Capital Bancshares
TCBI
+$53.6K

Sector Composition

1 Healthcare 0.87%
2 Financials 0.74%
3 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42M 24.41%
137,368
-1,583
2
$33.3M 19.38%
198,465
+4,555
3
$18.1M 10.53%
157,111
+1,524
4
$17.3M 10.06%
141,423
+4,835
5
$11.6M 6.74%
69,843
+2,538
6
$10.3M 5.97%
190,843
+6,384
7
$9.41M 5.47%
119,599
+1,848
8
$8.2M 4.77%
27,975
-400
9
$6.73M 3.91%
136,005
+5,078
10
$4.41M 2.56%
38,020
+586
11
$1.6M 0.93%
32,818
+389
12
$1.38M 0.8%
5,724
-2,423
13
$1.29M 0.75%
4,894
+10
14
$1.28M 0.74%
21,204
-889
15
$802K 0.47%
18,447
16
$801K 0.47%
30,359
17
$757K 0.44%
11,911
+241
18
$710K 0.41%
4,885
+791
19
$699K 0.41%
82,177
20
$595K 0.35%
10,578
+84
21
$261K 0.15%
1,221
+20
22
$250K 0.15%
778
+2
23
$227K 0.13%
2,892
+50