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
$163M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.05M
3
+$467K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$320K
5
KMI icon
Kinder Morgan
KMI
+$204K

Top Sells

1
+$2.27M
2
+$1.72M
3
+$305K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$272K
5
WWAV
The WhiteWave Foods Company
WWAV
+$191K

Sector Composition

1 Consumer Staples 59.4%
2 Energy 2.68%
3 Financials 2.18%
4 Healthcare 1.21%
5 Technology 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$323K 0.2%
11,700
+610
27
$316K 0.19%
5,054
+205
28
$314K 0.19%
2,383
+80
29
$303K 0.19%
5,610
30
$302K 0.19%
15,339
31
$290K 0.18%
4,620
+134
32
$289K 0.18%
1,225
33
$288K 0.18%
3,750
34
$287K 0.18%
12,311
+542
35
$286K 0.18%
9,060
+170
36
$285K 0.17%
4,160
37
$281K 0.17%
2,193
38
$262K 0.16%
7,952
+1,370
39
$260K 0.16%
17,508
40
$250K 0.15%
2,449
+85
41
$248K 0.15%
17,982
+302
42
$242K 0.15%
6,160
43
$231K 0.14%
4,736
44
$228K 0.14%
7,262
+66
45
$228K 0.14%
5,230
46
$226K 0.14%
1,473
+53
47
$226K 0.14%
4,400
48
$224K 0.14%
974
-9
49
$210K 0.13%
11,035
50
$204K 0.13%
+9,400
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