Cassaday & Co Wealth Management LLC
CIK Number: 0001963612
3.66B
Market Value
314
# of Holdings
6 months
Avg. Holding Period
37.09%
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 | MGK | Vanguard Mega C... | 292.39 | +0.04% | 3.58M | +0.08% | 1.23B | 177.05 | 33.52% |
| 2 | GLDM | SPDR Gold MiniS... | 65.77 | -0.46% | 5.74M | +1.89% | 298.65M | 52.13 | 8.15% |
| 3 | IWP | iShares Russell... | 113.31 | +0.73% | 2.14M | +0.26% | 271.21M | 86.24 | 7.40% |
| 4 | IWO | iShares Russell... | 240.57 | +0.59% | 891.22K | +1.59% | 256.51M | 220.59 | 7.00% |
| 5 | VGLT | Vanguard Long-T... | 55.61 | -0.82% | 3.07M | -20.04% | 169.8M | 61.42 | 4.63% |
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