CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$32.5M
3
+$16.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$15.2M
5
GUNR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8K 0.01%
+300
27
$8K 0.01%
+83
28
$7K 0.01%
+238
29
$6K 0.01%
+117
30
$5K ﹤0.01%
+177
31
$5K ﹤0.01%
+58
32
$4K ﹤0.01%
+59
33
$4K ﹤0.01%
+171
34
$1K ﹤0.01%
+55
35
$1K ﹤0.01%
+10
36
$1K ﹤0.01%
+41
37
$0 ﹤0.01%
+6
38
$0 ﹤0.01%
+2
1
2