CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Return
16.84%
This Quarter Return
+10.1%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$203M
AUM Growth
+$1.32M
(+0.66%)
Cap. Flow
-$17.3M
Cap. Flow
% of AUM
-8.55%
Top 10 Holdings %
Top 10 Hldgs %
64.81%
Holding
347
New
8
Increased
33
Reduced
73
Closed
46
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$12.8M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$6.57M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.23M |
| 4 |
iShares Russell 3000 ETF
IWV
|
$1.19M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.16M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 18.13% |
| 2 | Consumer Discretionary | 2.56% |
| 3 | Technology | 2.4% |
| 4 | Healthcare | 1.98% |
| 5 | Financials | 1.94% |
