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
51
– –
-7,506
1 2
3