CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+0.89%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+0.41%)
Cap. Flow
+$912K
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
88.31%
Holding
142
New
18
Increased
21
Reduced
12
Closed
8
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$3.35M |
| 2 |
ServisFirst Bancshares
SFBS
|
$793K |
| 3 |
FlexShares Quality Dividend Index Fund
QDF
|
$416K |
| 4 |
Energy Transfer Partners
ET
|
$346K |
| 5 |
EEP
Enbridge Energy Partners
EEP
|
$305K |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$3.35M |
| 2 |
Philip Morris
PM
|
$1.26M |
| 3 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$1.25M |
| 4 |
Altria Group
MO
|
$1.18M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$700K |
Sector Composition
| 1 | Consumer Staples | 60% |
| 2 | Energy | 2.97% |
| 3 | Financials | 2.41% |
| 4 | Healthcare | 1.21% |
| 5 | Technology | 1.16% |
