CWM
Cadence Wealth Management Portfolio holdings
AUM
$151M
This Quarter Return
+0.19%
1 Year Return
+11.46%
3 Year Return
+29.67%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.82%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Silver Trust
SLV
|
$16.9M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$14.5M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$13.7M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$12.9M |
| 5 |
SPDR Gold Trust
GLD
|
$11.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 0.74% |
| 2 | Materials | 0.65% |
| 3 | Technology | 0.39% |
| 4 | Healthcare | 0.31% |
| 5 | Energy | 0.27% |
