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
$140M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$486K
3
+$413K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$373K
5
VHT icon
Vanguard Health Care ETF
VHT
+$270K

Top Sells

1
+$416K
2
+$317K
3
+$302K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$285K
5
VB icon
Vanguard Small-Cap ETF
VB
+$224K

Sector Composition

1 Financials 3.47%
2 Technology 1.21%
3 Consumer Staples 0.27%
4 Healthcare 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-12,500
52
– –
-1,360
1 2
3