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
101
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107
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115
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$55 0.04%
+1
3 4
5
6 7