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
$75.6M
AUM Growth
+$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.25M
3
+$4.69M
4
IAU icon
iShares Gold Trust
IAU
+$4.52M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.95M

Top Sells

1
+$5.94K
2
+$1.29K
3
+$1.12K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.01K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$911

Sector Composition

1 Financials 7.57%
2 Technology 4.16%
3 Healthcare 3.38%
4 Consumer Discretionary 2.5%
5 Communication Services 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
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