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CWM
Cahill Wealth Management Portfolio holdings
AUM
$196M
1-Year Est. Return
8.5%
This Fund
S&P 500
This Quarter
Est. Return
-3.69%
1 Year Est. Return
+8.5%
3 Year Est. Return
+24.65%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
98.81%
Top 10 Holdings %
Top 10 Hldgs %
82.47%
Holding
41
New
41
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$58.8M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$10.7M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$9.14M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$6.83M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$6.29M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 83.68% |
| 2 | Financials | 9.36% |
| 3 | Healthcare | 2.91% |
| 4 | Technology | 2.43% |
| 5 | Consumer Discretionary | 1.15% |
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Cahill Wealth Management's Q1 2022 Portfolio in Review
Q1 2022 is the first quarter with a 13F filing on record for Cahill Wealth Management, which disclosed 41 positions worth $135M. Its ten largest holdings account for 82% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 131,460 shares worth $59.6M.
By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, followed by Financials and Healthcare.
- Cahill Wealth Management's largest Q1 2022 buy was iShares Core S&P 500 ETF: 131,460 shares worth $59.6M.
- Cahill Wealth Management's ten largest holdings make up 82% of its $135M portfolio in Q1 2022.
- Cahill Wealth Management disclosed 41 positions in Q1 2022, its first 13F filing on record.
Based on Cahill Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.