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
+$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$416K
3
+$346K
4
EEP
Enbridge Energy Partners
EEP
+$305K
5
EPD icon
Enterprise Products Partners
EPD
+$300K

Top Sells

1
+$3.35M
2
+$1.26M
3
+$1.25M
4
MO icon
Altria Group
MO
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$700K

Sector Composition

1 Consumer Staples 60%
2 Energy 2.97%
3 Financials 2.41%
4 Healthcare 1.21%
5 Technology 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$306K 0.21%
2,499
-25
27
$305K 0.21%
+11,980
28
$300K 0.21%
+11,090
29
$287K 0.2%
+8,890
30
$284K 0.19%
+3,750
31
$276K 0.19%
2,303
32
$275K 0.19%
+4,160
33
$274K 0.19%
1,225
+125
34
$272K 0.19%
+5,525
35
$256K 0.17%
4,486
36
$254K 0.17%
17,508
37
$253K 0.17%
2,193
+790
38
$253K 0.17%
4,736
+170
39
$252K 0.17%
2,364
40
$245K 0.17%
11,769
-95
41
$241K 0.16%
+5,610
42
$240K 0.16%
+5,230
43
$238K 0.16%
17,680
+3,174
44
$236K 0.16%
+6,160
45
$235K 0.16%
983
46
$231K 0.16%
7,196
+576
47
$224K 0.15%
6,582
+3,555
48
$214K 0.15%
4,400
49
$203K 0.14%
2,254
50
$200K 0.14%
1,420
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2
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