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
$194M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$1.06M
3
+$859K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$753K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$513K

Top Sells

1
+$417K
2
+$338K
3
+$330K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$292K
5
XPEL icon
XPEL
XPEL
+$267K

Sector Composition

1 Financials 7.28%
2 Healthcare 3.54%
3 Technology 2.3%
4 Consumer Discretionary 0.33%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$957K 0.49%
4,033
+5
27
$872K 0.45%
13,780
+1,196
28
$868K 0.45%
12,828
-1,425
29
$778K 0.4%
19,612
-9
30
$712K 0.37%
142,941
+24,380
31
$685K 0.35%
12,967
-3,112
32
$684K 0.35%
1,296
+182
33
$636K 0.33%
2,614
+5
34
$633K 0.33%
3,399
-66
35
$623K 0.32%
1,659
36
$609K 0.31%
22,696
+16
37
$547K 0.28%
3,486
+771
38
$484K 0.25%
7,681
-346
39
$449K 0.23%
5,658
40
$416K 0.21%
2,072
41
$328K 0.17%
2,800
42
$284K 0.15%
1,453
+2
43
$281K 0.15%
317
+52
44
$260K 0.13%
3,200
45
$257K 0.13%
1,551
-708
46
$253K 0.13%
+3,129
47
$235K 0.12%
3,014
-1,028
48
$223K 0.12%
+7,745
49
$215K 0.11%
4,503
-813
50
$1.26K ﹤0.01%
244
-200
1
2
3