SHWM
Silicon Hills Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
+4.52%
1 Year Return
+13.62%
3 Year Return
+30.88%
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
+$177M
(+6.3%)
Cap. Flow
+$3.71M
Cap. Flow
% of AUM
2.09%
Top 10 Holdings %
Top 10 Hldgs %
61.07%
Holding
86
New
2
Increased
17
Reduced
28
Closed
2
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$3.66M |
| 2 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$1.46M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$685K |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$629K |
| 5 |
SJT
San Juan Basin Royalty Trust
SJT
|
$298K |
Top Sells
Sector Composition
| 1 | Technology | 6.37% |
| 2 | Financials | 4.88% |
| 3 | Healthcare | 2.72% |
| 4 | Consumer Discretionary | 2.41% |
| 5 | Consumer Staples | 1.82% |
