CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.21M
3
+$324K
4
BPL
Buckeye Partners, L.P.
BPL
+$293K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$285K

Top Sells

1
+$1.76M
2
+$1.38M
3
+$179K
4
NEM icon
Newmont
NEM
+$129K
5
PBR icon
Petrobras
PBR
+$129K

Sector Composition

1 Consumer Staples 63.45%
2 Energy 2.47%
3 Financials 1.6%
4 Healthcare 1.21%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$266K 0.17%
2,223
+543
27
$265K 0.17%
2,018
28
$258K 0.16%
+17,930
29
$255K 0.16%
4,566
+1,400
30
$255K 0.16%
2,450
+595
31
$251K 0.16%
4,754
+1,410
32
$247K 0.16%
+5,230
33
$241K 0.15%
17,427
34
$231K 0.15%
4,400
35
$230K 0.15%
1,100
36
$225K 0.14%
+5,610
37
$224K 0.14%
5,727
-3,300
38
$221K 0.14%
4,301
+1,183
39
$216K 0.14%
6,620
-5,493
40
$214K 0.14%
10,000
-1,871
41
$214K 0.14%
2,264
+719
42
$212K 0.14%
+6,160
43
$211K 0.13%
2,254
44
$210K 0.13%
3,093
+1,046
45
$203K 0.13%
1,377
+342
46
$199K 0.13%
+2,480
47
$177K 0.11%
+6,430
48
$176K 0.11%
11,361
+3,876
49
$167K 0.11%
+4,830
50
$161K 0.1%
3,433
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