CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+2.9%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(-5.9%)
Cap. Flow
-$14.3M
Cap. Flow
% of AUM
-9.34%
Top 10 Holdings %
Top 10 Hldgs %
87.36%
Holding
145
New
5
Increased
25
Reduced
32
Closed
1
Top Buys
Top Sells
| 1 |
Philip Morris
PM
|
$12.6M |
| 2 |
Altria Group
MO
|
$5.47M |
| 3 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
$304K |
| 4 |
Microsoft
MSFT
|
$67.9K |
| 5 |
Chevron
CVX
|
$41.7K |
Sector Composition
| 1 | Consumer Staples | 53.8% |
| 2 | Energy | 2.7% |
| 3 | Financials | 2.28% |
| 4 | Healthcare | 1.35% |
| 5 | Technology | 1.08% |
