CWM
Cahill Wealth Management Portfolio holdings
AUM
$196M
This Quarter Return
+9.67%
1 Year Return
+8.5%
3 Year Return
+24.65%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+16%)
Cap. Flow
+$18.8M
Cap. Flow
% of AUM
10.92%
Top 10 Holdings %
Top 10 Hldgs %
78.35%
Holding
47
New
3
Increased
19
Reduced
16
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$10.4M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.14M |
| 3 |
Viking Therapeutics
VKTX
|
$807K |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$774K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$454K |
Top Sells
| 1 |
XPEL
XPEL
|
$460K |
| 2 |
Vanguard Total Bond Market
BND
|
$284K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$148K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$117K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$85.2K |
Sector Composition
| 1 | Financials | 7.13% |
| 2 | Healthcare | 2.72% |
| 3 | Technology | 1.88% |
| 4 | Consumer Discretionary | 0.91% |
| 5 | Communication Services | 0.14% |
