Cassaday & Co Wealth Management LLC
CIK Number: 0001963612
3.66B
Market Value
300
# of Holdings
6 months
Avg. Holding Period
71.52%
Win Rate
46.20%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard World ... | 330.16 | -2.43% | 3.57M | +2.14% | 1.15B | 176.92 | 32.54% | |
| 2 | World Gold Tr | 57.24 | +1.25% | 5.64M | +100.00% | 293.91M | 52.13 | 8.31% | |
| 3 | Ishares Tr | 124.14 | -2.22% | 2.13M | +2.27% | 250.31M | 86.13 | 7.08% | |
| 4 | Ishares Tr | 267.37 | -3.41% | 877.23K | +2.27% | 249.13M | 219.52 | 7.04% | |
| 5 | Vanguard Scotts... | 58.40 | +0.14% | 3.84M | +91.68% | 236.11M | 61.42 | 6.68% |
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