CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Return
16.84%
This Quarter Return
-3.47%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$247M
AUM Growth
-$318K
(-0.13%)
Cap. Flow
+$7.96M
Cap. Flow
% of AUM
3.22%
Top 10 Holdings %
Top 10 Hldgs %
53.87%
Holding
391
New
22
Increased
70
Reduced
77
Closed
14
Top Buys
Top Sells
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$1.12M |
| 2 |
iShares MBS ETF
MBB
|
$976K |
| 3 |
Exxon Mobil
XOM
|
$969K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$941K |
| 5 |
Apple
AAPL
|
$883K |
Sector Composition
| 1 | Consumer Staples | 13.15% |
| 2 | Consumer Discretionary | 3.73% |
| 3 | Technology | 2.59% |
| 4 | Financials | 2.41% |
| 5 | Communication Services | 2.02% |
