CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+7.11%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
98.88%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Philip Morris
PM
|
$44.3M |
| 2 |
Altria Group
MO
|
$32.5M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$16.3M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$15.2M |
| 5 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$4.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 66.99% |
| 2 | Energy | 0.62% |
| 3 | Industrials | 0.43% |
| 4 | Consumer Discretionary | 0.13% |
| 5 | Healthcare | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$270B
| $8K | 0.01% |
+300
| New | +$8K |
|
|
MHFI
27
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $8K | 0.01% |
+83
| New | +$8K |
|
28
Synchrony
SYF
$28.1B
| $7K | 0.01% |
+238
| New | +$7K |
|
29
Merck
MRK
$210B
| $6K | 0.01% |
+117
| New | +$6K |
|
30
Pfizer
PFE
$140B
| $5K | ﹤0.01% |
+177
| New | +$5K |
|
31
Procter & Gamble
PG
$370B
| $5K | ﹤0.01% |
+58
| New | +$5K |
|
32
JPMorgan Chase
JPM
$822B
| $4K | ﹤0.01% |
+59
| New | +$4K |
|
|
EMC
33
DELISTED
EMC CORPORATION
EMC
| $4K | ﹤0.01% |
+171
| New | +$4K |
|
34
BP
BP
$88.2B
| $1K | ﹤0.01% |
+55
| New | +$1K |
|
35
Citigroup
C
$176B
| $1K | ﹤0.01% |
+10
| New | +$1K |
|
36
Intel
INTC
$104B
| $1K | ﹤0.01% |
+41
| New | +$1K |
|
37
American International
AIG
$45.2B
| $0 | ﹤0.01% |
+6
| New | – |
|
|
BTO
38
John Hancock Financial Opportunities Fund
BTO
$750M
| $0 | ﹤0.01% |
+2
| New | – |
|