SHWM
Silicon Hills Wealth Management Portfolio holdings
AUM
$177M
1-Year Return
13.62%
This Quarter Return
-14.47%
1 Year Return
+13.62%
3 Year Return
+30.88%
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
-$20.1M
(-13%)
Cap. Flow
+$1.89M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
49.28%
Holding
116
New
10
Increased
19
Reduced
47
Closed
21
Top Buys
Top Sells
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
$6.51M |
| 2 |
iShares Gold Trust
IAU
|
$4.04M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.29M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.01M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.44M |
Sector Composition
| 1 | Technology | 5.21% |
| 2 | Financials | 4.81% |
| 3 | Healthcare | 3.69% |
| 4 | Consumer Discretionary | 2.66% |
| 5 | Industrials | 2.62% |
