CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Return
16.84%
This Quarter Return
-12.81%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$218M
AUM Growth
-$28.8M
(-12%)
Cap. Flow
+$4.84M
Cap. Flow
% of AUM
2.22%
Top 10 Holdings %
Top 10 Hldgs %
56.38%
Holding
384
New
7
Increased
52
Reduced
72
Closed
38
Top Buys
| 1 |
Philip Morris
PM
|
$3.24M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
$1.98M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$1.42M |
| 4 |
Altria Group
MO
|
$1.03M |
| 5 |
Invesco S&P International Developed Quality ETF
IDHQ
|
$954K |
Top Sells
| 1 |
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
|
$1.08M |
| 2 |
SPDR Gold Trust
GLD
|
$814K |
| 3 |
JetBlue
JBLU
|
$663K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$564K |
| 5 |
AT&T
T
|
$554K |
Sector Composition
| 1 | Consumer Staples | 16.52% |
| 2 | Consumer Discretionary | 3.3% |
| 3 | Technology | 2.65% |
| 4 | Financials | 2.12% |
| 5 | Communication Services | 2.08% |
