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
$172M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$807K
3
+$774K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$454K
5
AQST icon
Aquestive Therapeutics
AQST
+$367K

Top Sells

1
+$460K
2
+$284K
3
+$148K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$117K
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$921K 0.54%
4,028
-53
27
$912K 0.53%
14,404
-437
28
$868K 0.51%
1,397
+730
29
$820K 0.48%
16,349
-393
30
$807K 0.47%
+9,846
31
$694K 0.4%
19,006
-160
32
$615K 0.36%
2,609
+3
33
$612K 0.36%
3,399
34
$567K 0.33%
22,620
-7
35
$560K 0.33%
1,165
+54
36
$559K 0.33%
1,659
+1
37
$467K 0.27%
7,967
-522
38
$437K 0.25%
5,658
39
$398K 0.23%
2,072
40
$367K 0.21%
+86,213
41
$320K 0.19%
2,800
-62
42
$295K 0.17%
3,972
43
$250K 0.15%
3,200
44
$245K 0.14%
1,450
+1
45
$234K 0.14%
1,550
46
$221K 0.13%
5,295
-81
47
$138K 0.08%
444
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