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
$135M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.88M
3
+$2.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.22M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.87M

Top Sells

1
+$2.12M
2
+$1.75M
3
+$1.27M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$992K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$607K

Sector Composition

1 Financials 3.57%
2 Technology 1.45%
3 Consumer Staples 0.25%
4 Consumer Discretionary 0.22%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$133K 0.1%
12,500
52
– –
-738
1 2
3