CSWM

Cassady Schiller Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 17.9%
This Quarter Est. Return
1 Year Est. Return
+17.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$2.34M
2 +$1.3M
3 +$1.29M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$942K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$632K

Sector Composition

1 Consumer Staples 10.21%
2 Financials 6.81%
3 Industrials 5.27%
4 Technology 4.81%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$17.8K 0.01%
+84
277
$17.8K 0.01%
+50
278
$17.2K 0.01%
+711
279
$16.9K 0.01%
+51
280
$16.9K 0.01%
+850
281
$16.5K 0.01%
+231
282
$16.4K 0.01%
+500
283
$16.4K 0.01%
+200
284
$16.3K 0.01%
+200
285
$16K 0.01%
+300
286
$15.8K 0.01%
+108
287
$15.7K 0.01%
+100
288
$15.5K 0.01%
+244
289
$15.2K 0.01%
+80
290
$15.1K 0.01%
+149
291
$14.9K 0.01%
+255
292
$14.9K 0.01%
+800
293
$14.7K 0.01%
+200
294
$14.1K 0.01%
+100
295
$14.1K 0.01%
+215
296
$13.9K 0.01%
+340
297
$13.5K 0.01%
+89
298
$12.9K 0.01%
+327
299
$12.9K 0.01%
+200
300
$12.6K 0.01%
+300