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
$145M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$288K
3
+$209K
4
BND icon
Vanguard Total Bond Market
BND
+$186K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$169K

Top Sells

1
+$506K
2
+$159K
3
+$129K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$118K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$62.1K

Sector Composition

1 Financials 8.58%
2 Healthcare 2.57%
3 Technology 2.49%
4 Consumer Discretionary 1.83%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$811K 0.56%
2,061
27
$808K 0.56%
14,741
+191
28
$778K 0.54%
16,848
+117
29
$648K 0.45%
3,148
+3
30
$645K 0.45%
20,809
-871
31
$551K 0.38%
10,134
-150
32
$476K 0.33%
1,731
+1
33
$448K 0.31%
1,099
34
$443K 0.31%
3,399
35
$428K 0.3%
5,658
36
$426K 0.29%
18,684
+156
37
$385K 0.27%
2,327
+1
38
$277K 0.19%
2,862
39
$255K 0.18%
12,045
40
$251K 0.17%
3,200
41
$249K 0.17%
1,448
+1
42
$247K 0.17%
2,032
-1,063
43
$233K 0.16%
73,859
+8,309
44
$227K 0.16%
667
45
$220K 0.15%
1,172
+1
46
$219K 0.15%
5,379
+30
47
$217K 0.15%
436
+158
1
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