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
$180M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 8.53%
2 Technology 5.21%
3 Financials 5.08%
4 Industrials 4.98%
5 Healthcare 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$19.2K 0.01%
700
277
$18.8K 0.01%
300
278
$18.6K 0.01%
114
279
$18.5K 0.01%
+6
280
$18.3K 0.01%
+211
281
$18K 0.01%
276
+32
282
$18K 0.01%
739
283
$17.7K 0.01%
340
284
$17.3K 0.01%
200
285
$17.2K 0.01%
+34
286
$17.1K 0.01%
132
287
$16.9K 0.01%
300
288
$16.8K 0.01%
196
289
$16.7K 0.01%
97
290
$16.6K 0.01%
235
291
$16.2K 0.01%
225
292
$16K 0.01%
172
+15
293
$15.5K 0.01%
150
294
$15.3K 0.01%
200
295
$14.8K 0.01%
2,333
296
$14.7K 0.01%
200
297
$14.7K 0.01%
84
+36
298
$14.6K 0.01%
81
299
$14.5K 0.01%
194
300
$14.2K 0.01%
259