CCWM

Cassaday & Co Wealth Management Portfolio holdings

AUM $4.34B
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 1.7%
3 Financials 1.49%
4 Healthcare 1.27%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$61K ﹤0.01%
+13,224
252
$38K ﹤0.01%
+25,000