Cassaday & Co Wealth Management LLC
CIK Number: 0001963612
3.54B
Market Value
298
# of Holdings
6 months
Avg. Holding Period
69.38%
Win Rate
38.82%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard World ... | 345.07 | -2.05% | 3.57M | +2.14% | 1.15B | 176.92 | 32.54% | |
| 2 | World Gold Tr | 52.51 | +0.60% | 5.64M | +100.00% | 293.91M | 52.13 | 8.31% | |
| 3 | Ishares Tr | 128.31 | -1.50% | 2.13M | +2.27% | 250.31M | 86.13 | 7.08% | |
| 4 | Ishares Tr | 292.74 | -0.82% | 877.23K | +2.27% | 249.13M | 219.52 | 7.04% | |
| 5 | Vanguard Scotts... | 54.48 | -1.03% | 3.84M | +91.68% | 236.11M | 61.42 | 6.68% |
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