CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+6.35%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$248M
AUM Growth
+$248M
(+10%)
Cap. Flow
+$9.31M
Cap. Flow
% of AUM
3.76%
Top 10 Holdings %
Top 10 Hldgs %
51.38%
Holding
376
New
107
Increased
100
Reduced
44
Closed
8
Top Buys
| 1 |
Invesco S&P International Developed Quality ETF
IDHQ
|
$2.09M |
| 2 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$1.97M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$609K |
| 4 |
Mondelez International
MDLZ
|
$461K |
| 5 |
Amgen
AMGN
|
$436K |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.95M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$2.73M |
| 3 |
Dollar Tree
DLTR
|
$453K |
| 4 |
Chevron
CVX
|
$296K |
| 5 |
Apple
AAPL
|
$190K |
Sector Composition
| 1 | Consumer Staples | 13.21% |
| 2 | Technology | 3.28% |
| 3 | Consumer Discretionary | 3.27% |
| 4 | Financials | 2.36% |
| 5 | Healthcare | 2.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Zimmer Biomet
ZBH
$21B
| – | – |
-300
| Closed | -$44K |
|