CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+3.39%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(-0.4%)
Cap. Flow
-$5.66M
Cap. Flow
% of AUM
-3.37%
Top 10 Holdings %
Top 10 Hldgs %
87.15%
Holding
161
New
20
Increased
29
Reduced
31
Closed
33
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.66M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$758K |
| 3 |
Vanguard Total World Stock ETF
VT
|
$722K |
| 4 |
PG&E
PCG
|
$214K |
| 5 |
Plains GP Holdings
PAGP
|
$209K |
Top Sells
| 1 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$3.19M |
| 2 |
Philip Morris
PM
|
$2.19M |
| 3 |
Altria Group
MO
|
$1.58M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$726K |
| 5 |
Chevron
CVX
|
$631K |
Sector Composition
| 1 | Consumer Staples | 49.32% |
| 2 | Energy | 2.25% |
| 3 | Financials | 2.06% |
| 4 | Healthcare | 1.34% |
| 5 | Technology | 1.2% |