CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+16.98%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+15%)
Cap. Flow
-$2.09M
Cap. Flow
% of AUM
-1.31%
Top 10 Holdings %
Top 10 Hldgs %
82.09%
Holding
179
New
13
Increased
32
Reduced
52
Closed
17
Top Buys
Top Sells
| 1 |
Philip Morris
PM
|
$2.47M |
| 2 |
Altria Group
MO
|
$1.38M |
| 3 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$1.11M |
| 4 |
GG
Goldcorp Inc
GG
|
$568K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$184K |
Sector Composition
| 1 | Consumer Staples | 40.48% |
| 2 | Healthcare | 1.91% |
| 3 | Materials | 1.65% |
| 4 | Technology | 1.55% |
| 5 | Financials | 1.38% |