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
$146M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$55K
3
+$49.2K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$40K
5
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$38K

Top Sells

1
+$4.86M
2
+$1.48M
3
+$1.22M
4
EPD icon
Enterprise Products Partners
EPD
+$324K
5
BPL
Buckeye Partners, L.P.
BPL
+$293K

Sector Composition

1 Consumer Staples 62.21%
2 Financials 1.87%
3 Healthcare 1.31%
4 Technology 1.05%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$247K 0.17%
17,508
+81
27
$238K 0.16%
1,100
28
$237K 0.16%
4,566
29
$226K 0.16%
1,420
+43
30
$226K 0.16%
4,486
+185
31
$216K 0.15%
4,400
32
$208K 0.14%
2,364
+100
33
$203K 0.14%
6,620
34
$202K 0.14%
11,864
+503
35
$198K 0.14%
12,064
-5,000
36
$197K 0.14%
2,254
37
$192K 0.13%
14,506
+379
38
$187K 0.13%
3,433
39
$174K 0.12%
2,640
40
$170K 0.12%
2,449
-644
41
$159K 0.11%
983
+37
42
$159K 0.11%
3,624
+195
43
$157K 0.11%
3,820
+190
44
$153K 0.11%
3,461
+185
45
$147K 0.1%
1,403
46
$145K 0.1%
5,428
+290
47
$138K 0.09%
2,556
48
$131K 0.09%
8,431
+220
49
$129K 0.09%
2,734
+121
50
$121K 0.08%
4,288
+1,288
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