CWM
Cahill Wealth Management Portfolio holdings
AUM
$196M
1-Year Est. Return
8.5%
1 Year Est. Return
+8.5%
AUM
$196M
AUM Growth
+$2.3M
(+1.2%)
Holding
51
Top Buys
| 1 | +$1.33M | |
| 2 | +$407K | |
| 3 | +$374K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$340K |
| 5 |
Dimensional US Small Cap Value ETF
DFSV
|
+$329K |
Top Sells
| 1 | +$1.36M | |
| 2 | +$494K | |
| 3 | +$215K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$108K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$27.7K |
Sector Composition
| 1 | Financials | 6.61% |
| 2 | Healthcare | 3.74% |
| 3 | Technology | 2.44% |
| 4 | Consumer Discretionary | 0.38% |
| 5 | Consumer Staples | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Expion360
XPON
$12.5M
| – | – |
-244
|
|