CWA

Cascade Wealth Advisors Portfolio holdings

AUM $177M
1-Year Est. Return 7.69%
This Quarter Est. Return
1 Year Est. Return
+7.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.47M
3
+$8.1M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$7.96M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.76M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.09%
+16,284
27
$1.27M 1.08%
+5,002
28
$1.12M 0.95%
+6,516
29
$911K 0.77%
+11,151
30
$848K 0.72%
+1,935
31
$750K 0.64%
+8,280
32
$741K 0.63%
+12,300
33
$656K 0.56%
+21,900
34
$635K 0.54%
+12,351
35
$629K 0.53%
+3,460
36
$618K 0.53%
+10,580
37
$543K 0.46%
+4,680
38
$508K 0.43%
+10,000
39
$485K 0.41%
+1,898
40
$347K 0.29%
+738
41
$336K 0.29%
+460
42
$333K 0.28%
+1,790
43
$310K 0.26%
+10,679
44
$268K 0.23%
+1,468
45
$254K 0.22%
+798
46
$250K 0.21%
+1,040
47
$242K 0.21%
+1,524
48
$202K 0.17%
+500
49
$135K 0.11%
+12,500
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