CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
This Quarter Return
+16.98%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
Cap. Flow
-$2.09M
Cap. Flow %
-1.31%
Top 10 Hldgs %
82.09%
Holding
179
New
13
Increased
32
Reduced
52
Closed
17

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$2.32M
2
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$548K
3
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
$256K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
$253K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
$252K

Top Sells

1
PM icon
Philip Morris
PM
$2.47M
2
MO icon
Altria Group
MO
$1.38M
3
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$1.11M
4
GG
Goldcorp Inc
GG
$568K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
$184K

Sector Composition

1 Consumer Staples 40.48%
2 Healthcare 1.91%
3 Materials 1.65%
4 Technology 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
AAPL icon
51
Apple
AAPL
$3.45T
$228K 0.14%
1,199
– –
HPQ icon
52
HP
HPQ
$26.7B
$207K 0.13%
10,630
-1,135
-10% -$22.1K
INDA icon
53
iShares MSCI India ETF
INDA
$9.17B
$205K 0.13%
5,820
– –
NG icon
54
NovaGold Resources
NG
$2.78B
$205K 0.13%
49,260
– –
HPE icon
55
Hewlett Packard
HPE
$29.6B
$202K 0.13%
13,123
-1,630
-11% -$25.1K
BMY icon
56
Bristol-Myers Squibb
BMY
$96B
$200K 0.13%
4,200
-600
-13% -$28.6K
VNQ icon
57
Vanguard Real Estate ETF
VNQ
$34.6B
$191K 0.12%
2,201
– –
SBUX icon
58
Starbucks
SBUX
$100B
$190K 0.12%
2,556
– –
DVY icon
59
iShares Select Dividend ETF
DVY
$20.8B
$181K 0.11%
1,840
– –
SPMB icon
60
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.3B
$164K 0.1%
6,359
+6,259
+6,259% +$161K
VCSH icon
61
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$164K 0.1%
2,055
+2,021
+5,944% +$161K
TLPH icon
62
Talphera
TLPH
$11.1M
$161K 0.1%
46,395
– –
IEMG icon
63
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$158K 0.1%
3,050
+50
+2% +$2.59K
VZ icon
64
Verizon
VZ
$186B
$158K 0.1%
2,670
-83
-3% -$4.91K
DHR icon
65
Danaher
DHR
$147B
$156K 0.1%
1,185
-420
-26% -$55.3K
PHB icon
66
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$352M
$156K 0.1%
8,341
+8,090
+3,223% +$151K
VWOB icon
67
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$156K 0.1%
1,994
+1,935
+3,280% +$151K
IAGG icon
68
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$155K 0.1%
2,905
+2,820
+3,318% +$150K
SCHF icon
69
Schwab International Equity ETF
SCHF
$50.3B
$141K 0.09%
4,513
+3,783
+518% +$118K
VSS icon
70
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.72B
$141K 0.09%
1,355
+1,299
+2,320% +$135K
BRK.B icon
71
Berkshire Hathaway Class B
BRK.B
$1.09T
$139K 0.09%
690
-319
-32% -$64.3K
IWM icon
72
iShares Russell 2000 ETF
IWM
$67B
$139K 0.09%
905
– –
GS icon
73
Goldman Sachs
GS
$226B
$136K 0.09%
709
-180
-20% -$34.5K
SGMO icon
74
Sangamo Therapeutics
SGMO
$157M
$136K 0.09%
14,270
– –
FNDE icon
75
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.35B
$135K 0.08%
4,851
+4,643
+2,232% +$129K
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