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
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$55K
3
+$49.2K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$40K
5
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$38K

Top Sells

1
+$4.86M
2
+$1.48M
3
+$1.22M
4
EPD icon
Enterprise Products Partners
EPD
+$324K
5
BPL
Buckeye Partners, L.P.
BPL
+$293K

Sector Composition

1 Consumer Staples 62.21%
2 Financials 1.87%
3 Healthcare 1.31%
4 Technology 1.05%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$119K 0.08%
3,027
-2,700
52
$116K 0.08%
12,467
+10
53
$108K 0.07%
4,366
54
$107K 0.07%
3,800
+230
55
$103K 0.07%
2,560
+140
56
$89K 0.06%
5,000
-5,000
57
$82K 0.06%
2,100
+120
58
$78K 0.05%
600
59
$74K 0.05%
4,064
60
$65K 0.04%
832
61
$64K 0.04%
500
62
$61K 0.04%
957
63
$58K 0.04%
1,950
64
$55K 0.04%
+1,291
65
$54K 0.04%
1,080
66
$53K 0.04%
500
67
$53K 0.04%
14,000
68
$45K 0.03%
715
69
$42K 0.03%
2,041
70
$42K 0.03%
591
71
$39K 0.03%
571
72
$38K 0.03%
+1,000
73
$33K 0.02%
2,822
74
$32K 0.02%
1,695
75
$27K 0.02%
+500
1 2
3
4 5