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
1
$71.3M 36.8%
123,635
+368
2
$17.6M 9.08%
513,335
+25,061
3
$11.8M 6.06%
+17
4
$10.7M 5.54%
91,843
+4,388
5
$10.3M 5.32%
36,422
-292
6
$7.97M 4.11%
258,767
+12,999
7
$7.79M 4.02%
125,000
-485
8
$5.8M 3%
182,617
+33,390
9
$4.45M 2.3%
19,099
-12
10
$3.99M 2.06%
53,123
-4,503
11
$3.53M 1.82%
6,151
+2
12
$2.89M 1.49%
29,496
-614
13
$2.74M 1.41%
244,422
+35
14
$2.73M 1.41%
26,974
-3,256
15
$2.35M 1.21%
83,652
+38
16
$2.07M 1.07%
26,403
+42
17
$2.01M 1.04%
49,387
-38
18
$1.87M 0.97%
26,689
-5,956
19
$1.71M 0.88%
60,871
+7,159
20
$1.57M 0.81%
57,338
+80
21
$1.48M 0.76%
4,096
-334
22
$1.34M 0.69%
2,922
+1,635
23
$1.22M 0.63%
55,089
-13,161
24
$1.21M 0.62%
18,606
-223
25
$1.02M 0.53%
2,061
-4
1
2 3