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
$169M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.96M
3
+$3.4M
4
MO icon
Altria Group
MO
+$2.07M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.24M

Top Sells

1
+$1.41M
2
+$287K
3
+$230K
4
SEP
Spectra Engy Parters Lp
SEP
+$224K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$155K

Sector Composition

1 Consumer Staples 50.43%
2 Energy 2.71%
3 Financials 2.12%
4 Healthcare 1.27%
5 Technology 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$382K 0.23%
10,177
+1,025
27
$358K 0.21%
2,420
-65
28
$349K 0.21%
11,797
+1,516
29
$324K 0.19%
12,430
+730
30
$317K 0.19%
2,235
-55
31
$312K 0.19%
17,930
32
$300K 0.18%
2,586
-167
33
$294K 0.17%
4,793
-35
34
$289K 0.17%
5,831
+460
35
$286K 0.17%
4,324
-129
36
$272K 0.16%
17,427
37
$266K 0.16%
3,750
38
$262K 0.16%
13,105
+1,390
39
$260K 0.15%
1,376
-35
40
$258K 0.15%
2,245
-2,000
41
$249K 0.15%
11,015
-676
42
$243K 0.14%
4,260
+100
43
$241K 0.14%
2,260
-85
44
$229K 0.14%
14,240
+1,665
45
$216K 0.13%
911
-16
46
$213K 0.13%
+3,843
47
$213K 0.13%
6,160
48
$209K 0.12%
17,465
+1,845
49
$204K 0.12%
10,620
50
$203K 0.12%
1,068
+160
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