CSWM

Cassady Schiller Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.16M
3
+$1.85M
4
VTV icon
Vanguard Value ETF
VTV
+$1.12M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.11M

Top Sells

1
+$2.17M
2
+$1.27M
3
+$1.13M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$803K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$564K

Sector Composition

1 Consumer Staples 7.69%
2 Technology 5.27%
3 Industrials 5.23%
4 Financials 4.67%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
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