CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+6.71%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$222M
AUM Growth
+$222M
(+10%)
Cap. Flow
+$8.25M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
55.59%
Holding
274
New
31
Increased
75
Reduced
54
Closed
4
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$8.23M |
| 2 |
Snowflake
SNOW
|
$717K |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$519K |
| 4 |
Apple
AAPL
|
$504K |
| 5 |
Playboy, Inc. Common Stock
PLBY
|
$485K |
Top Sells
| 1 |
Philip Morris
PM
|
$2.12M |
| 2 |
Altria Group
MO
|
$1.95M |
| 3 |
Dillards
DDS
|
$486K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$446K |
| 5 |
Petrobras
PBR
|
$378K |
Sector Composition
| 1 | Consumer Staples | 16.3% |
| 2 | Technology | 2.93% |
| 3 | Consumer Discretionary | 2.44% |
| 4 | Healthcare | 1.96% |
| 5 | Energy | 1.9% |
