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Silicon Hills Wealth Management Portfolio holdings

AUM $177M
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
+7.43%
1 Year Est. Return
+13.62%
3 Year Est. Return
+30.89%
5 Year Est. Return
10 Year Est. Return
AUM
$96.8M
AUM Growth
+$13.3M
Cap. Flow
+$7.36M
Cap. Flow %
7.6%
Top 10 Hldgs %
49.15%
Holding
75
New
4
Increased
14
Reduced
27
Closed
1

Sector Composition

Rank Sector Weight
1 Financials 7.45%
2 Technology 6.44%
3 Healthcare 3.94%
4 Consumer Discretionary 2.99%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
QQQ icon
1
Invesco QQQ Trust
QQQ
$450B
$8.4M 8.68%
30,221
-521
-2% -$141K
RSP icon
2
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$6.25M 6.45%
57,784
-2,467
-4% -$266K
IAU icon
3
iShares Gold Trust
IAU
$63B
$5.71M 5.9%
158,653
+2,507
+2% +$91.5K
SPLV icon
4
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$5.1M 5.27%
95,027
-2,711
-3% -$144K
IEFA icon
5
iShares Core MSCI EAFE ETF
IEFA
$186B
$4.37M 4.52%
72,558
+336
+0.5% +$20.3K
PSEP icon
6
Innovator US Equity Power Buffer ETF September
PSEP
$842M
$4.12M 4.26%
+156,832
New +$4.13M
SWAN icon
7
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$158M
$3.98M 4.11%
+125,695
New +$3.99M
SPY icon
8
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$3.64M 3.76%
10,861
-197
-2% -$65.3K
AAPL icon
9
Apple
AAPL
$4.89T
$3.4M 3.51%
29,357
+2,221
+8% +$242K
SPTL icon
10
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$2.61M 2.7%
55,930
-565
-1% -$26.8K
SCHZ icon
11
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$2.52M 2.61%
89,996
-3,120
-3% -$88K
FNDE icon
12
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$2.21M 2.28%
93,138
-110
-0.1% -$2.71K
V icon
13
Visa
V
$677B
$2.18M 2.25%
10,884
FNDA icon
14
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$2.07M 2.14%
125,282
-2,976
-2% -$49.9K
ITOT icon
15
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$2.01M 2.07%
26,570
AMZN icon
16
Amazon
AMZN
$2.5T
$1.63M 1.68%
10,320
+160
+2% +$25.2K
ARKK icon
17
ARK Innovation ETF
ARKK
$5.69B
$1.5M 1.55%
16,292
+1,533
+10% +$131K
PYPL icon
18
PayPal
PYPL
$49.5B
$1.48M 1.53%
7,521
+74
+1% +$13.9K
JNJ icon
19
Johnson & Johnson
JNJ
$635B
$1.28M 1.32%
8,605
+100
+1% +$14.8K
FVD icon
20
First Trust Value Line Dividend Fund
FVD
$8.29B
$1.16M 1.2%
36,878
-863
-2% -$27.4K
EFAV icon
21
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
$1.13M 1.17%
16,615
-3,287
-17% -$224K
HON icon
22
Honeywell
HON
$77.1B
$1.09M 1.13%
7,050
AMGN icon
23
Amgen
AMGN
$203B
$1.05M 1.08%
4,125
ESGD icon
24
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$1.04M 1.08%
16,437
-1,236
-7% -$78.9K
FRDM icon
25
Freedom 100 Emerging Markets ETF
FRDM
$3.23B
$1.03M 1.07%
41,007
-3,059
-7% -$78.1K

Similar funds

Silicon Hills Wealth Management's Q3 2020 Portfolio in Review

As of Q3 2020, Silicon Hills Wealth Management held 75 positions worth $96.8M, up 16% from $83.5M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Silicon Hills Wealth Management deployed $7.36M of net new capital in Q3 2020, opening 4 new positions and adding to 14 existing holdings. Its largest new stake was Innovator US Equity Power Buffer ETF September: 156,832 shares worth $4.12M.

By sector, the portfolio is most concentrated in Financials at 7.4% of assets, down from 8% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $266K trimmed.

  • Silicon Hills Wealth Management's largest Q3 2020 buy was Innovator US Equity Power Buffer ETF September: 156,832 shares worth $4.12M.
  • Silicon Hills Wealth Management added most to iShares Core S&P 500 ETF in Q3 2020, an estimated $335K increase.
  • Silicon Hills Wealth Management's biggest Q3 2020 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $266K.
  • Silicon Hills Wealth Management fully exited ProShares Short S&P500 in Q3 2020, selling an estimated $542K.
  • Silicon Hills Wealth Management's ten largest holdings make up 49% of its $96.8M portfolio in Q3 2020.
  • Silicon Hills Wealth Management opened 4 new positions and closed 1 in Q3 2020.
  • Silicon Hills Wealth Management's portfolio value rose 16% quarter-over-quarter to $96.8M.

Based on Silicon Hills Wealth Management's 13F filing for Q3 2020, filed 16 Nov 2020.