SHWM

Silicon Hills Wealth Management Portfolio holdings

AUM $177M
1-Year Est. Return 13.62%
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131K
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$10.4K
2
+$10.3K
3
+$8.41K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$7.62K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$6.11K

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.46%
2 Technology 3.4%
3 Healthcare 2.96%
4 Consumer Discretionary 2.75%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7 0.01%
+3
252
$7 0.01%
+1
253
$7 0.01%
+1
254
$7 0.01%
+1
255
$7 0.01%
+1
256
$7 0.01%
+1
257
$6 ﹤0.01%
+1
258
– –
0
259
$4 ﹤0.01%
+1
260
$4 ﹤0.01%
+1
261
$4 ﹤0.01%
+1
262
$4 ﹤0.01%
+1
263
$4 ﹤0.01%
+1
264
$4 ﹤0.01%
+1
265
$3 ﹤0.01%
+1
266
$3 ﹤0.01%
+1
267
$3 ﹤0.01%
+2
268
$3 ﹤0.01%
+5
269
$3 ﹤0.01%
+1
270
$3 ﹤0.01%
+2
271
$2 ﹤0.01%
+1
272
$2 ﹤0.01%
+1
273
$2 ﹤0.01%
+1
274
$2 ﹤0.01%
+1
275
$2 ﹤0.01%
+1
9 10
11
12 13