CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Return
16.84%
This Quarter Return
+4.1%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$244M
AUM Growth
+$41.8M
(+21%)
Cap. Flow
+$34.7M
Cap. Flow
% of AUM
14.2%
Top 10 Holdings %
Top 10 Hldgs %
64.15%
Holding
318
New
17
Increased
54
Reduced
62
Closed
17
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$8.07M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$7.7M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$7.53M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$6.58M |
| 5 |
Invesco S&P International Developed Quality ETF
IDHQ
|
$4.53M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 14.13% |
| 2 | Technology | 2.54% |
| 3 | Consumer Discretionary | 1.93% |
| 4 | Financials | 1.63% |
| 5 | Communication Services | 1.45% |
