CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+2.95%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+6.7%)
Cap. Flow
+$6.81M
Cap. Flow
% of AUM
3.58%
Top 10 Holdings %
Top 10 Hldgs %
84.54%
Holding
244
New
31
Increased
36
Reduced
38
Closed
62
Top Buys
| 1 |
iShares Russell 3000 ETF
IWV
|
$857K |
| 2 |
AT&T
T
|
$730K |
| 3 |
Ford
F
|
$683K |
| 4 |
GE Aerospace
GE
|
$577K |
| 5 |
Meta Platforms (Facebook)
META
|
$453K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.02M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$258K |
| 3 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$106K |
| 4 |
National Presto Industries
NPK
|
$86K |
| 5 |
Eli Lilly
LLY
|
$75.1K |
Sector Composition
| 1 | Consumer Staples | 45.54% |
| 2 | Healthcare | 1.82% |
| 3 | Materials | 1.82% |
| 4 | Technology | 1.54% |
| 5 | Financials | 1.5% |
