CADENCE WEALTH MANAGEMENT LLC
CADENCE WEALTH MANAGEMENT LLC runs CADENCE WEALTH MANAGEMENT LLC and currently holds 58 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $239.70M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CADENCE WEALTH MANAGEMENT LLC ranks #672 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CADENCE WEALTH MANAGEMENT LLC's portfolio at CADENCE WEALTH MANAGEMENT LLC has delivered returns of +36.27%. Their 3-year annualized return is +47.58%. Looking at the 5-year horizon, CADENCE WEALTH MANAGEMENT LLC has achieved +63.30% annualized returns at CADENCE WEALTH MANAGEMENT LLC.
Portfolio Value
$239.70M
Alpha Score
47.9
#672 of 1000
Holdings
58
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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