SHWM
Silicon Hills Wealth Management Portfolio holdings
AUM
$177M
1-Year Return
13.62%
This Quarter Return
-14.76%
1 Year Return
+13.62%
3 Year Return
+30.88%
5 Year Return
–
10 Year Return
–
AUM
$75.6M
AUM Growth
+$75.5M
(+57,839%)
Cap. Flow
+$75.1M
Cap. Flow
% of AUM
99.23%
Top 10 Holdings %
Top 10 Hldgs %
48.78%
Holding
318
New
3
Increased
63
Reduced
–
Closed
246
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$5.57M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.25M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$4.69M |
| 4 |
iShares Gold Trust
IAU
|
$4.52M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.95M |
Top Sells
Sector Composition
| 1 | Financials | 7.57% |
| 2 | Technology | 4.16% |
| 3 | Healthcare | 3.38% |
| 4 | Consumer Discretionary | 2.5% |
| 5 | Communication Services | 2.36% |
