SHWM

Silicon Hills Wealth Management Portfolio holdings

AUM $177M
1-Year Est. Return 13.62%
This Fund
S&P 500
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 +$326K
2 +$55.9K
3 +$36.9K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.4K
5
AMZN icon
Amazon
AMZN
+$17.7K

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
201
$18 0.01%
+1
202
$18 0.01%
+1
203
$18 0.01%
+1
204
$17 0.01%
+1
205
$17 0.01%
+1
206
$16 0.01%
+1
207
$16 0.01%
+2
208
$16 0.01%
+1
209
$16 0.01%
+1
210
$15 0.01%
+6
211
$15 0.01%
+1
212
$15 0.01%
+1
213
$15 0.01%
+1
214
$15 0.01%
+1
215
$15 0.01%
+1
216
$14 0.01%
+2
217
$14 0.01%
+1
218
$14 0.01%
+1
219
$14 0.01%
+1
220
$13 0.01%
+2
221
$13 0.01%
+2
222
$13 0.01%
+1
223
$13 0.01%
+1
224
$12 0.01%
+1
225
$12 0.01%
+1