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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
+20.51%
+7.90%
25,727.5
 
GLDM
SPDR Gold MiniShares Trust
7,567,538
275,156.0
0%
25.870
0%
10.740
+7.17%
+26.27%
15,812.7
 
IWS
iShares Russell Mid-Cap Value ETF
508,709
62,256.0
0%
5.850
0%
0.410
+13.42%
+5.02%
14,441.7
 
IWD
iShares Russell 1000 Value ETF
255,481
42,903.0
0%
4.030
0%
0.070
+10.29%
+6.94%
64,244.9
 
IWP
iShares Russell Mid-Cap Growth ETF
365,061
42,062.0
0%
3.950
0%
0.270
+21.01%
+10.32%
22,252.9
 
EEM
iShares MSCI Emerging Markets ETF
569,569
27,823.0
0%
2.620
0%
0.090
+18.37%
+16.59%
18,361.8
 
IWN
iShares Russell 2000 Value ETF
124,727
20,711.0
0%
1.950
0%
0.140
+17.00%
+1.39%
11,404.6
 
IWO
iShares Russell 2000 Growth ETF
34,951
10,242.0
0%
0.960
0%
0.080
+19.47%
+2.05%
11,805.4
 
EWX
S&P Emerging Markets Small Cap ETF
127,264
7,548.0
0%
0.710
0%
1.090
+19.91%
+7.49%
704.3
 
SCZ
iShares MSCI EAFE Small-Cap ETF
96,329
7,041.0
0%
0.660
0%
0.050
+21.64%
+22.35%
10,513.8
 

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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