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
+$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$416K
3
+$346K
4
EEP
Enbridge Energy Partners
EEP
+$305K
5
EPD icon
Enterprise Products Partners
EPD
+$300K

Top Sells

1
+$3.35M
2
+$1.26M
3
+$1.25M
4
MO icon
Altria Group
MO
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$700K

Sector Composition

1 Consumer Staples 60%
2 Energy 2.97%
3 Financials 2.41%
4 Healthcare 1.21%
5 Technology 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$191K 0.13%
3,461
52
$191K 0.13%
3,433
53
$190K 0.13%
+2,480
54
$184K 0.13%
+4,830
55
$179K 0.12%
3,820
56
$176K 0.12%
11,035
+6,035
57
$172K 0.12%
+9,320
58
$169K 0.12%
2,449
59
$162K 0.11%
2,734
60
$162K 0.11%
+4,670
61
$161K 0.11%
1,123
-895
62
$150K 0.1%
+3,540
63
$144K 0.1%
9,676
+1,245
64
$142K 0.1%
2,556
65
$126K 0.09%
12,467
66
$124K 0.08%
4,288
67
$124K 0.08%
5,379
-49
68
$118K 0.08%
+3,020
69
$118K 0.08%
4,766
+400
70
$101K 0.07%
2,560
71
$94K 0.06%
4,064
72
$81K 0.06%
2,100
73
$80K 0.05%
600
74
$70K 0.05%
832
75
$67K 0.05%
1,950
1 2
3
4 5