CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
-2.01%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(-6.9%)
Cap. Flow
-$7.24M
Cap. Flow
% of AUM
-4.97%
Top 10 Holdings %
Top 10 Hldgs %
91.59%
Holding
141
New
11
Increased
35
Reduced
8
Closed
17
Top Buys
| 1 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
$3.13M |
| 2 |
Fortive
FTV
|
$55K |
| 3 |
GG
Goldcorp Inc
GG
|
$49.2K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$40K |
| 5 |
FlexShares Quality Dividend Index Fund
QDF
|
$38K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.86M |
| 2 |
Philip Morris
PM
|
$1.48M |
| 3 |
Altria Group
MO
|
$1.22M |
| 4 |
Enterprise Products Partners
EPD
|
$324K |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
$293K |
Sector Composition
| 1 | Consumer Staples | 62.21% |
| 2 | Financials | 1.87% |
| 3 | Healthcare | 1.31% |
| 4 | Technology | 1.05% |
| 5 | Industrials | 1.04% |
