CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Return
16.84%
This Quarter Return
-19.83%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$148M
AUM Growth
-$21.1M
(-12%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
8.15%
Top 10 Holdings %
Top 10 Hldgs %
69.91%
Holding
240
New
72
Increased
71
Reduced
56
Closed
15
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.16M |
| 2 |
Invesco S&P 500 GARP ETF
SPGP
|
$2.23M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$2.09M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.65M |
| 5 |
Invesco S&P International Developed Quality ETF
IDHQ
|
$1.28M |
Top Sells
| 1 |
Philip Morris
PM
|
$4.6M |
| 2 |
Altria Group
MO
|
$1.98M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$1.97M |
| 4 |
FlexShares Quality Dividend Index Fund
QDF
|
$491K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$468K |
Sector Composition
| 1 | Consumer Staples | 28.13% |
| 2 | Communication Services | 1.72% |
| 3 | Technology | 1.53% |
| 4 | Healthcare | 1.47% |
| 5 | Materials | 1.2% |
