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
51
$556 0.43%
+7
52
$541 0.41%
+9
53
$534 0.41%
+4
54
$511 0.39%
+15
55
$504 0.39%
+21
56
$492 0.38%
+339
57
$488 0.37%
+3
58
$470 0.36%
+8
59
$450 0.34%
+7
60
$427 0.33%
+6
61
$408 0.31%
+7
62
$383 0.29%
+8
63
$371 0.28%
+7
64
$346 0.27%
+1
65
$335 0.26%
+1
66
$331 0.25%
+32
67
$323 0.25%
+4
68
$292 0.22%
+5
69
$286 0.22%
+4
70
$283 0.22%
+4
71
$279 0.21%
+5
72
$239 0.18%
+2
73
$222 0.17%
+1
74
$221 0.17%
+1
75
$219 0.17%
+8
1 2
3
4 5