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
476
-632
477
-100
478
-237
479
-2,506