CWA
Cascade Wealth Advisors Portfolio holdings
AUM
$177M
This Quarter Return
+6.2%
1 Year Return
+7.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.26%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.52% |
| 2 | Technology | 1.58% |
| 3 | Consumer Staples | 0.29% |
| 4 | Consumer Discretionary | 0.28% |
| 5 | Industrials | 0.22% |
