CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+7.11%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
98.88%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Philip Morris
PM
|
$44.3M |
| 2 |
Altria Group
MO
|
$32.5M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$16.3M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$15.2M |
| 5 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$4.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 66.99% |
| 2 | Energy | 0.62% |
| 3 | Industrials | 0.43% |
| 4 | Consumer Discretionary | 0.13% |
| 5 | Healthcare | 0.08% |
