CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
-4.74%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(-3.7%)
Cap. Flow
+$2.37M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
86.7%
Holding
146
New
18
Increased
58
Reduced
9
Closed
5
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.09M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$744K |
| 3 |
Ford
F
|
$348K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$276K |
| 5 |
iShares Russell 3000 ETF
IWV
|
$219K |
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$1.74M |
| 2 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$228K |
| 3 |
Western Midstream Partners
WES
|
$132K |
| 4 |
Meta Platforms (Facebook)
META
|
$88K |
| 5 |
Oneok
OKE
|
$61.4K |
Sector Composition
| 1 | Consumer Staples | 46.8% |
| 2 | Energy | 2.27% |
| 3 | Financials | 2.06% |
| 4 | Technology | 1.43% |
| 5 | Healthcare | 1.39% |
