CC

Cassaday & Co Inc.

13F
Cassaday & Co Inc.
Last update 2022-02-28 34 Stocks (0 new)
Value $1.06 Bil Turnover 0 %
Countries:
Top Holdings: MGK(51.21%)GLDM(25.87%)IWS(5.85%)IWD(4.03%)IWP(3.95%)
Summary Stock Picks Current Portfolio
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
-3.92%
-1.71%
25,832.2
 
GLDM 		SPDR Gold MiniShares Trust
7,567,538
275,156.0
0%
25.870
0%
10.740
+11.46%
+23.24%
14,315.7
 
IWS 		iShares Russell Mid-Cap Value ETF
508,709
62,256.0
0%
5.850
0%
0.410
-1.50%
+0.21%
13,238.8
 
IWD 		iShares Russell 1000 Value ETF
255,481
42,903.0
0%
4.030
0%
0.070
-1.76%
+2.50%
62,270.0
 
IWP 		iShares Russell Mid-Cap Growth ETF
365,061
42,062.0
0%
3.950
0%
0.270
-4.24%
+3.58%
18,371.9
 
EEM 		iShares MSCI Emerging Markets ETF
569,569
27,823.0
0%
2.620
0%
0.090
+4.77%
+9.71%
17,282.3
 
IWN 		iShares Russell 2000 Value ETF
124,727
20,711.0
0%
1.950
0%
0.140
-6.86%
-5.91%
11,347.7
 
IWO 		iShares Russell 2000 Growth ETF
34,951
10,242.0
0%
0.960
0%
0.080
-6.89%
-5.50%
11,434.2
 
EWX 		S&P Emerging Markets Small Cap ETF
127,264
7,548.0
0%
0.710
0%
1.090
+1.39%
+0.77%
667.4
 
SCZ 		iShares MSCI EAFE Small-Cap ETF
96,329
7,041.0
0%
0.660
0%
0.050
+7.87%
+12.35%
9,663.6
 

Cassaday & Co Inc.'s Historical Top Holdings Breakdowns

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

To

Cassaday & Co Inc.'s Asset Allocation

To

Cassaday & Co Inc. Past Portfolios

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

Top Ranked Articles

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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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