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
$212M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$36.4M
2 +$4.21M
3 +$2.38M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.54M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Sector Composition

1 Financials 21.65%
2 Consumer Staples 8.09%
3 Technology 4.25%
4 Industrials 4.22%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$13.6K 0.01%
259
+200
302
$13.3K 0.01%
800
303
$13K 0.01%
51
304
$12.8K 0.01%
847
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$12.6K 0.01%
200
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$12.3K 0.01%
40
307
$12.2K 0.01%
406
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$11.8K 0.01%
115
309
$11.7K 0.01%
80
310
$11.6K 0.01%
25
311
$11.5K 0.01%
180
312
$11.5K 0.01%
81
313
$11.4K 0.01%
50
314
$11.4K 0.01%
150
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$11.4K 0.01%
225
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$11.1K 0.01%
83
317
$11.1K 0.01%
150
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$10.9K 0.01%
100
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$10.7K 0.01%
125
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$10.1K ﹤0.01%
166
321
$9.9K ﹤0.01%
125
322
$9.47K ﹤0.01%
48
-18
323
$9.47K ﹤0.01%
428
324
$9.33K ﹤0.01%
289
325
$9.33K ﹤0.01%
270