CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Return
16.84%
This Quarter Return
+5.88%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$161M
AUM Growth
+$12.5M
(+8.4%)
Cap. Flow
+$4.65M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
63.5%
Holding
228
New
10
Increased
51
Reduced
46
Closed
12
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$1.24M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$697K |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$692K |
| 4 |
Amazon
AMZN
|
$425K |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
$397K |
Top Sells
| 1 |
B
Barrick Mining Corporation
B
|
$437K |
| 2 |
Beyond Meat
BYND
|
$178K |
| 3 |
JPMV
iShares Edge MSCI Min Vol Japan ETF
JPMV
|
$134K |
| 4 |
Petrobras
PBR
|
$134K |
| 5 |
HP
HPQ
|
$84K |
Sector Composition
| 1 | Consumer Staples | 26.18% |
| 2 | Healthcare | 1.71% |
| 3 | Communication Services | 1.61% |
| 4 | Consumer Discretionary | 1.61% |
| 5 | Technology | 1.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$357M
| – | – |
-3
| Closed | – |
|
227
Schwab International Small-Cap Equity ETF
SCHC
$4.76B
| – | – |
-3
| Closed | – |
|
228
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.29B
| – | – |
-42
| Closed | -$1K |
|