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
26
$1.16K 0.89%
+23
27
$1.13K 0.86%
+12
28
$1.12K 0.86%
+24
29
$1.06K 0.81%
+7
30
$1.04K 0.8%
+3
31
$1.03K 0.79%
+200
32
$1.01K 0.78%
+25
33
$994 0.76%
+5
34
$964 0.74%
+11
35
$911 0.7%
+48
36
$841 0.64%
+222
37
$840 0.64%
+5
38
$819 0.63%
+6
39
$810 0.62%
+684
40
$774 0.59%
+10
41
$733 0.56%
+22
42
$732 0.56%
+5
43
$732 0.56%
+3
44
$709 0.54%
+10
45
$679 0.52%
+1
46
$658 0.5%
+300
47
$608 0.47%
+240
48
$583 0.45%
+11
49
$578 0.44%
+18
50
$577 0.44%
+9
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