StockDriftsStockDriftsTop 50 Cassaday & Co Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 29.11% | 3.72M | $1.37B | +1.31%(+48.16K) | $37.97(+129.16%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 6.57% | 3.33M | $308.5M | -1.45%(-48.91K) | $35.64(+128.80%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.25% | 9.57M | $293.6M | +3.51%(+324.78K) | $25.54(+26.81%) | 2026-03-31 | |
| IWO | ISHARES TR | 6.25% | 935.5K | $293.6M | +1.50%(+13.81K) | $220.88(+75.11%) | 2026-03-31 | |
| IWP | ISHARES TR | 5.96% | 2.18M | $279.9M | +1.94%(+41.66K) | $85.36(+67.48%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 5.74% | 4.87M | $269.5M | +3.12%(+147.42K) | $58.10(-5.87%) | 2026-03-31 | |
| IVE | ISHARES TR | 5.39% | 1.20M | $252.9M | +3.83%(+44.19K) | $208.76(+10.27%) | 2026-03-31 | |
| IWS | ISHARES TR | 3.18% | 1.02M | $149.2M | +1.85%(+18.61K) | $104.85(+58.37%) | 2026-03-31 | |
| XLRE | SELECT SECTOR SPDR TR | 2.89% | 3.32M | $135.6M | +1.61%(+52.74K) | $37.73(+18.43%) | 2026-03-31 | |
| IWN | ISHARES TR | 2.6% | 644.8K | $122.2M | +1.44%(+9.14K) | $138.89(+59.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.79% | +55.26% |
| Top 20 Holdings Unweighted | +13.16% | +44.89% |
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