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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.85M
3
+$5.41M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.41M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$917K

Top Sells

1
+$306K
2
+$252K
3
+$211K
4
PAGP icon
Plains GP Holdings
PAGP
+$210K
5
DCP
DCP Midstream, LP
DCP
+$202K

Sector Composition

1 Consumer Staples 47.09%
2 Financials 1.9%
3 Technology 1.41%
4 Healthcare 1.35%
5 Materials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$410K 0.23%
10,872
-350
27
$370K 0.21%
15,247
-72
28
$358K 0.2%
2,118
-75
29
$353K 0.2%
2,911
-30
30
$336K 0.19%
2,527
31
$334K 0.19%
2,408
-15
32
$333K 0.19%
6,610
33
$328K 0.18%
14,445
34
$324K 0.18%
24,704
35
$323K 0.18%
7,655
+1,780
36
$285K 0.16%
1,378
-1
37
$280K 0.16%
1,178
38
$276K 0.15%
1,700
+300
39
$272K 0.15%
9,689
40
$258K 0.14%
2,080
-60
41
$255K 0.14%
5,453
42
$231K 0.13%
4,996
+708
43
$224K 0.13%
5,255
44
$223K 0.13%
21,254
45
$220K 0.12%
+5,612
46
$219K 0.12%
15,013
47
$209K 0.12%
2,386
48
$208K 0.12%
944
+20
49
$208K 0.12%
10,222
-245
50
$201K 0.11%
+2,470
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