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CWA
Cascade Wealth Advisors Portfolio holdings
AUM
$228M
1-Year Est. Return
7.97%
This Fund
S&P 500
1 Year Est. Return
+7.97%
AUM
$228M
AUM Growth
+$10.9M
(+5%)
Holding
60
Top Buys
| 1 | +$27M | |
| 2 | +$5.83M | |
| 3 | +$1.08M | |
| 4 |
IYRI
NEOS Real Estate High Income ETF
IYRI
|
+$1.04M |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$710K |
Top Sells
| 1 | +$747K | |
| 2 | +$531K | |
| 3 | +$413K | |
| 4 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
+$289K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$89.2K |
Sector Composition
| 1 | Technology | 2.38% |
| 2 | Financials | 0.36% |
| 3 | Consumer Staples | 0.28% |
| 4 | Industrials | 0.14% |
| 5 | Consumer Discretionary | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco S&P SmallCap Momentum ETF
XSMO
$2.83B
| $312K | 0.14% |
3,577
|
|
||
52
Schwab US Large-Cap Growth ETF
SCHG
$57.7B
| $306K | 0.13% |
8,962
|
|
||
53
Schwab US Dividend Equity ETF
SCHD
$95.4B
| $305K | 0.13% |
9,660
|
|
||
54
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.31B
| $292K | 0.13% |
2,557
+2
|
|
||
55
Amazon
AMZN
$2.58T
| $281K | 0.12% |
1,030
-65
|
|
||
56
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
| $254K | 0.11% |
4,841
+73
|
|
||
57
Oracle
ORCL
$590B
| $234K | 0.1% |
+1,195
|
|
||
58
Palo Alto Networks
PANW
$214B
| $233K | 0.1% |
1,120
|
|
||
59
Alphabet (Google) Class C
GOOG
$4.38T
| $218K | 0.1% |
+550
|
|
||
60
Vanguard FTSE Developed Markets ETF
VEA
$223B
| $205K | 0.09% |
+2,901
|
|