CWL
Causey Wealth LLC Portfolio holdings
AUM
$236M
1-Year Est. Return
14.5%
This Fund
S&P 500
1 Year Est. Return
+14.5%
AUM
$236M
AUM Growth
+$15.4M
(+7%)
Holding
83
Top Buys
| 1 | +$4.33M | |
| 2 | +$3.1M | |
| 3 | +$3.1M | |
| 4 |
iShares Global REIT ETF
REET
|
+$1.18M |
| 5 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$1.16M |
Top Sells
| 1 | +$1.15M | |
| 2 | +$999K | |
| 3 | +$979K | |
| 4 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
+$709K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$507K |
Sector Composition
| 1 | Financials | 4.95% |
| 2 | Technology | 3.94% |
| 3 | Energy | 1.54% |
| 4 | Healthcare | 0.93% |
| 5 | Communication Services | 0.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
WisdomTree US SmallCap Dividend Fund
DES
$2.07B
| $236K | 0.1% |
6,562
-6,669
|
|
||
77
iShares MSCI World ETF
URTH
$7.98B
| $231K | 0.1% |
+1,285
|
|
||
78
Costco
COST
$466B
| $229K | 0.1% |
229
-15
|
|
||
79
AllianceBernstein
AB
$3.57B
| $226K | 0.1% |
6,035
|
|
||
80
iShares Global Infrastructure ETF
IGF
$10.7B
| $207K | 0.09% |
+3,092
|
|
||
81
iShares Core MSCI EAFE ETF
IEFA
$184B
| $202K | 0.09% |
2,228
-305
|
|
||
82
Wells Fargo
WFC
$232B
| – | – |
-2,373
|
|
||
83
iShares Core S&P 500 ETF
IVV
$830B
| – | – |
-319
|
|