CWM

Cahill Wealth Management Portfolio holdings

AUM $196M
1-Year Est. Return 8.5%
This Quarter Est. Return
1 Year Est. Return
+8.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$11.6M
3
+$9.26M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.83M
5
IJH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$606K 0.45%
+3,445
27
$584K 0.43%
+5,324
28
$535K 0.4%
+1,928
29
$521K 0.39%
+18,520
30
$447K 0.33%
+42,981
31
$442K 0.33%
+2,570
32
$434K 0.32%
+1,047
33
$272K 0.2%
+1,443
34
$262K 0.19%
+3,772
35
$239K 0.18%
+1,166
36
$235K 0.17%
+667
37
$222K 0.16%
+1,600
38
$217K 0.16%
+8,305
39
$203K 0.15%
+1,482
40
$202K 0.15%
+7,348
41
$201K 0.15%
+1,611
1
2