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
$137M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$3.07M
3
+$2.8M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$2.58M
5
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$2.45M

Top Sells

1
+$6.51M
2
+$4.04M
3
+$2.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.01M
5
IEFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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114
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115
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116
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