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
$138M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.36M
3
+$3.56M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.12M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.1M

Top Sells

1
+$3.2M
2
+$3.07M
3
+$1.25M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.11M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$857K

Sector Composition

1 Financials 8.32%
2 Healthcare 3.02%
3 Technology 2.09%
4 Consumer Discretionary 1.73%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,496
52
– –
-6,891
1 2
3