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Cassaday & Co Inc.

13F
Cassaday & Co Inc.
Last update 2022-02-28 34 Stocks (0 new)
Value $1.06 Bil Turnover 0 %
Countries:
Cassaday & Co Inc. Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MGK
Vanguard Mega Cap Growth ETF
2,088,965
544,719.0
0%
51.210
0%
3.750
+23.32%
+7.74%
25,689.9
 
GLDM
SPDR Gold MiniShares Trust
7,567,538
275,156.0
0%
25.870
0%
10.740
+3.86%
+27.87%
16,012.6
 
IWS
iShares Russell Mid-Cap Value ETF
508,709
62,256.0
0%
5.850
0%
0.410
+15.55%
+5.02%
14,441.7
 
IWD
iShares Russell 1000 Value ETF
255,481
42,903.0
0%
4.030
0%
0.070
+11.95%
+6.96%
64,258.0
 
IWP
iShares Russell Mid-Cap Growth ETF
365,061
42,062.0
0%
3.950
0%
0.270
+22.32%
+8.60%
21,905.6
 
EEM
iShares MSCI Emerging Markets ETF
569,569
27,823.0
0%
2.620
0%
0.090
+16.71%
+16.52%
18,350.4
 
IWN
iShares Russell 2000 Value ETF
124,727
20,711.0
0%
1.950
0%
0.140
+20.64%
+1.26%
11,390.8
 
IWO
iShares Russell 2000 Growth ETF
34,951
10,242.0
0%
0.960
0%
0.080
+20.42%
+0.55%
11,632.5
 
EWX
S&P Emerging Markets Small Cap ETF
127,264
7,548.0
0%
0.710
0%
1.090
+18.33%
+8.15%
708.6
 
SCZ
iShares MSCI EAFE Small-Cap ETF
96,329
7,041.0
0%
0.660
0%
0.050
+18.41%
+21.49%
10,440.6
 

Cassaday & Co Inc.'s Historical Top Holdings Breakdowns

Cassaday & Co Inc. Total Holding History ($B)

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Cassaday & Co Inc.'s Asset Allocation

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Cassaday & Co Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Cassaday & Co Inc.'s Hypothetical Growth since 2021-12-31

Cassaday & Co Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Cassaday & Co Inc.'s Holdings Heat Map

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Cassaday & Co Inc.'s Holdings Bubble Chart

Cassaday & Co Inc. News

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