CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Return
16.84%
This Quarter Return
-2.64%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$149M
AUM Growth
-$5.27M
(-3.4%)
Cap. Flow
-$685K
Cap. Flow
% of AUM
-0.46%
Top 10 Holdings %
Top 10 Hldgs %
78.58%
Holding
177
New
8
Increased
47
Reduced
34
Closed
23
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$874K |
| 2 |
WisdomTree US High Dividend Fund
DHS
|
$307K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$304K |
| 4 |
FlexShares Quality Dividend Defensive Index Fund
QDEF
|
$302K |
| 5 |
Schlumberger
SLB
|
$268K |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.63M |
| 2 |
Philip Morris
PM
|
$573K |
| 3 |
Altria Group
MO
|
$551K |
| 4 |
Invesco QQQ Trust
QQQ
|
$439K |
| 5 |
Stryker
SYK
|
$335K |
Sector Composition
| 1 | Consumer Staples | 34.04% |
| 2 | Materials | 1.74% |
| 3 | Technology | 1.6% |
| 4 | Communication Services | 1.31% |
| 5 | Energy | 1.25% |
