CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Return
16.84%
This Quarter Return
+13.45%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$148M
AUM Growth
+$247K
(+0.17%)
Cap. Flow
-$18.7M
Cap. Flow
% of AUM
-12.62%
Top 10 Holdings %
Top 10 Hldgs %
64.77%
Holding
246
New
21
Increased
37
Reduced
62
Closed
28
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$1.2M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
$995K |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$960K |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$883K |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$841K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 27% |
| 2 | Healthcare | 1.6% |
| 3 | Technology | 1.6% |
| 4 | Communication Services | 1.54% |
| 5 | Financials | 1.29% |
