CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
-0.14%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$277M
AUM Growth
+$277M
(-14%)
Cap. Flow
-$17.9M
Cap. Flow
% of AUM
-6.47%
Top 10 Holdings %
Top 10 Hldgs %
76.96%
Holding
270
New
5
Increased
15
Reduced
71
Closed
77
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$21.7M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
$2.76M |
| 3 |
AGF US Market Neutral Anti-Beta Fund
BTAL
|
$1.69M |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.03M |
| 5 |
NVIDIA
NVDA
|
$787K |
Top Sells
| 1 |
ServisFirst Bancshares
SFBS
|
$2.85M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.82M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$2.59M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.42M |
| 5 |
Vanguard Growth ETF
VUG
|
$2.35M |
Sector Composition
| 1 | Consumer Staples | 9.74% |
| 2 | Technology | 2.79% |
| 3 | Consumer Discretionary | 2.69% |
| 4 | Communication Services | 1.37% |
| 5 | Financials | 1.12% |
