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
1
$10.4K 7.99%
+332
2
$10.3K 7.92%
+279
3
$8.41K 6.44%
+299
4
$7.62K 5.84%
+337
5
$6.11K 4.68%
+301
6
$5.94K 4.55%
+264
7
$4.48K 3.43%
+580
8
$4.4K 3.37%
+216
9
$4.34K 3.32%
+308
10
$4.09K 3.13%
+309
11
$3.15K 2.41%
+46
12
$2.72K 2.08%
+296
13
$2.07K 1.59%
+906
14
$2.04K 1.57%
+8
15
$1.74K 1.34%
+92
16
$1.63K 1.25%
+49
17
$1.6K 1.22%
+45
18
$1.49K 1.14%
+29
19
$1.48K 1.13%
+36
20
$1.38K 1.06%
+44
21
$1.29K 0.99%
+149
22
$1.27K 0.97%
+16
23
$1.2K 0.92%
+10
24
$1.19K 0.91%
+6
25
$1.19K 0.91%
+43
1
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