CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
-14.35%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(-27%)
Cap. Flow
-$22.6M
Cap. Flow
% of AUM
-16.22%
Top 10 Holdings %
Top 10 Hldgs %
81.26%
Holding
200
New
18
Increased
38
Reduced
52
Closed
33
Top Buys
| 1 |
iShares Russell 3000 ETF
IWV
|
$740K |
| 2 |
Invesco QQQ Trust
QQQ
|
$363K |
| 3 |
Ford
F
|
$148K |
| 4 |
Transocean
RIG
|
$123K |
| 5 |
APA Corp
APA
|
$87.3K |
Top Sells
| 1 |
Philip Morris
PM
|
$10.1M |
| 2 |
Altria Group
MO
|
$5.96M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$5.25M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.19M |
| 5 |
PG&E
PCG
|
$467K |
Sector Composition
| 1 | Consumer Staples | 39.57% |
| 2 | Materials | 2.35% |
| 3 | Healthcare | 2.26% |
| 4 | Financials | 1.69% |
| 5 | Technology | 1.67% |
