CWM
Cahill Wealth Management Portfolio holdings
AUM
$196M
This Quarter Return
-3.69%
1 Year Return
+8.5%
3 Year Return
+24.65%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.47%
Holding
41
New
41
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$59.6M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$11.6M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$9.26M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.83M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.34M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.36% |
| 2 | Technology | 2.43% |
| 3 | Healthcare | 2.08% |
| 4 | Consumer Discretionary | 1.15% |
| 5 | Communication Services | 0.46% |
