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
$157M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.21M
3
+$324K
4
BPL
Buckeye Partners, L.P.
BPL
+$293K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$285K

Top Sells

1
+$1.76M
2
+$1.38M
3
+$179K
4
NEM icon
Newmont
NEM
+$129K
5
PBR icon
Petrobras
PBR
+$129K

Sector Composition

1 Consumer Staples 63.45%
2 Energy 2.47%
3 Financials 1.6%
4 Healthcare 1.21%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$155K 0.1%
3,276
+1,059
52
$154K 0.1%
2,640
53
$150K 0.1%
14,127
+2,152
54
$149K 0.1%
3,630
+1,420
55
$146K 0.09%
2,556
56
$141K 0.09%
1,403
57
$141K 0.09%
946
+284
58
$135K 0.09%
3,540
59
$132K 0.08%
+7,940
60
$130K 0.08%
3,429
+1,370
61
$128K 0.08%
5,138
+1,965
62
$125K 0.08%
+8,340
63
$124K 0.08%
3,570
+1,420
64
$111K 0.07%
2,613
+950
65
$109K 0.07%
4,366
66
$103K 0.07%
8,211
+1,251
67
$89K 0.06%
12,457
-18,000
68
$85K 0.05%
2,420
+900
69
$77K 0.05%
+600
70
$72K 0.05%
+3,000
71
$72K 0.05%
1,950
72
$69K 0.04%
1,980
+500
73
$66K 0.04%
832
74
$64K 0.04%
4,064
75
$57K 0.04%
+500
1 2
3
4 5