CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Return
16.84%
This Quarter Return
+10.1%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$169M
AUM Growth
+$19.7M
(+13%)
Cap. Flow
+$4.8M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
76.79%
Holding
197
New
43
Increased
39
Reduced
46
Closed
29
Top Buys
Top Sells
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$6.63M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.57M |
| 3 |
FlexShares Quality Dividend Index Fund
QDF
|
$1.43M |
| 4 |
Philip Morris
PM
|
$656K |
| 5 |
Transocean
RIG
|
$520K |
Sector Composition
| 1 | Consumer Staples | 34.11% |
| 2 | Technology | 1.54% |
| 3 | Materials | 1.28% |
| 4 | Consumer Discretionary | 1.17% |
| 5 | Communication Services | 1.15% |
