CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
-2.16%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+9.8%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
11.63%
Top 10 Holdings %
Top 10 Hldgs %
87.23%
Holding
150
New
6
Increased
36
Reduced
21
Closed
9
Top Buys
| 1 |
Philip Morris
PM
|
$7.93M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$3.96M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$3.4M |
| 4 |
Altria Group
MO
|
$2.07M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$1.24M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 50.43% |
| 2 | Energy | 2.71% |
| 3 | Financials | 2.12% |
| 4 | Healthcare | 1.27% |
| 5 | Technology | 1.11% |
