CWM

Cahill Wealth Management Portfolio holdings

AUM $196M
This Quarter Return
+8.6%
1 Year Return
+8.5%
3 Year Return
+24.65%
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
Cap. Flow
+$14.2M
Cap. Flow %
7.33%
Top 10 Hldgs %
78.3%
Holding
51
New
3
Increased
21
Reduced
21
Closed
1

Top Buys

1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
$11.8M
2
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
$1.06M
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
$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
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$417K
2
BND icon
Vanguard Total Bond Market
BND
$338K
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$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 Shares
Change % 		Capital Flow
XPEL icon
51
XPEL
XPEL
$1.03B
– –
-7,506
Closed -$267K
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3