CWM
Cadence Wealth Management Portfolio holdings
AUM
$191M
1-Year Est. Return
15.9%
1 Year Est. Return
+15.9%
AUM
$151M
AUM Growth
+$15.9M
(+12%)
Holding
52
Top Buys
| 1 | +$4.39M | |
| 2 | +$1.86M | |
| 3 | +$1.11M | |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
+$818K |
| 5 |
SPDR S&P Global Natural Resources ETF
GNR
|
+$778K |
Top Sells
| 1 | +$536K | |
| 2 | +$260K | |
| 3 | +$235K | |
| 4 |
Agnico Eagle Mines
AEM
|
+$217K |
| 5 |
Sprott Physical Gold and Silver Trust
CEF
|
+$164K |
Sector Composition
| 1 | Materials | 8.4% |
| 2 | Energy | 2.04% |
| 3 | Communication Services | 0.98% |
| 4 | Technology | 0.76% |
| 5 | Healthcare | 0.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FSCO
51
FS Credit Opportunities Corp
FSCO
$1.28B
| $125K | 0.08% |
17,205
|
|
||
52
SPDR S&P 500 ETF Trust
SPY
$666B
| – | – |
-421
|
|