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
$149M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.4M
3
+$818K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$703K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$632K

Top Sells

1
+$771K
2
+$207K
3
+$170K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$120K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$85.8K

Sector Composition

1 Technology 2.42%
2 Healthcare 2.14%
3 Consumer Discretionary 1.3%
4 Financials 0.75%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$871K 0.59%
4,081
-355
27
$802K 0.54%
16,742
+196
28
$637K 0.43%
19,166
-1,727
29
$572K 0.38%
2,606
-546
30
$547K 0.37%
22,627
+33
31
$517K 0.35%
3,399
32
$503K 0.34%
1,658
-73
33
$485K 0.33%
1,111
+8
34
$477K 0.32%
8,489
-1,183
35
$438K 0.29%
5,658
36
$373K 0.25%
2,072
-212
37
$299K 0.2%
2,862
38
$286K 0.19%
1,449
39
$279K 0.19%
3,972
+52
40
$256K 0.17%
3,200
41
$239K 0.16%
444
42
$238K 0.16%
667
43
$221K 0.15%
5,376
+199
44
$217K 0.15%
1,550
45
– –
-10,475
46
– –
-10,445
47
– –
-1,172
1
2