CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.96M
3
+$3.4M
4
MO icon
Altria Group
MO
+$2.07M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.24M

Top Sells

1
+$1.41M
2
+$287K
3
+$230K
4
SEP
Spectra Engy Parters Lp
SEP
+$224K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$155K

Sector Composition

1 Consumer Staples 50.43%
2 Energy 2.71%
3 Financials 2.12%
4 Healthcare 1.27%
5 Technology 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.12%
13,690
-2,203
52
$194K 0.12%
19,317
+3,250
53
$192K 0.11%
5,490
54
$192K 0.11%
9,060
55
$188K 0.11%
4,830
56
$186K 0.11%
2,480
57
$185K 0.11%
2,541
-166
58
$181K 0.11%
9,020
+4,030
59
$179K 0.11%
2,352
-87
60
$178K 0.11%
3,228
-215
61
$176K 0.1%
3,675
-155
62
$172K 0.1%
2,098
63
$169K 0.1%
+3,380
64
$168K 0.1%
15,454
+1,920
65
$165K 0.1%
4,288
66
$157K 0.09%
3,596
+395
67
$156K 0.09%
9,320
68
$146K 0.09%
3,540
69
$146K 0.09%
5,230
+2,950
70
$137K 0.08%
2,556
71
$124K 0.07%
3,005
72
$117K 0.07%
4,766
73
$115K 0.07%
10,680
+2,195
74
$113K 0.07%
2,320
-60
75
$112K 0.07%
600
1 2
3
4 5