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
$163M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.05M
3
+$467K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$320K
5
KMI icon
Kinder Morgan
KMI
+$204K

Top Sells

1
+$2.27M
2
+$1.72M
3
+$305K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$272K
5
WWAV
The WhiteWave Foods Company
WWAV
+$191K

Sector Composition

1 Consumer Staples 59.4%
2 Energy 2.68%
3 Financials 2.18%
4 Healthcare 1.21%
5 Technology 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$203K 0.12%
3,654
+193
52
$197K 0.12%
4,830
53
$196K 0.12%
2,579
+130
54
$191K 0.12%
2,480
55
$188K 0.12%
4,010
+190
56
$185K 0.11%
2,254
57
$176K 0.11%
9,836
+160
58
$171K 0.1%
9,320
59
$170K 0.1%
2,849
+115
60
$168K 0.1%
4,670
61
$163K 0.1%
3,540
62
$154K 0.09%
4,288
63
$149K 0.09%
2,556
64
$148K 0.09%
893
-230
65
$125K 0.08%
10,700
+9,700
66
$121K 0.07%
12,467
67
$119K 0.07%
4,766
68
$112K 0.07%
3,020
69
$105K 0.06%
2,480
-80
70
$97K 0.06%
4,064
71
$90K 0.06%
2,160
+60
72
$88K 0.05%
600
73
$73K 0.04%
+2,280
74
$71K 0.04%
500
75
$67K 0.04%
1,295
+338
1 2
3
4 5