CWM
Cahill Wealth Management Portfolio holdings
AUM
$196M
This Quarter Return
+0.87%
1 Year Return
+8.5%
3 Year Return
+24.65%
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+1.2%)
Cap. Flow
+$2.43M
Cap. Flow
% of AUM
1.24%
Top 10 Holdings %
Top 10 Hldgs %
78.64%
Holding
51
New
1
Increased
30
Reduced
8
Closed
2
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.36M |
| 2 |
Vanguard Total Bond Market
BND
|
$494K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Expion360
XPON
$5M
| – | – |
-24,387
| Closed | -$1.26K |
|