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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.85M
3
+$5.41M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.41M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$917K

Top Sells

1
+$306K
2
+$252K
3
+$211K
4
PAGP icon
Plains GP Holdings
PAGP
+$210K
5
DCP
DCP Midstream, LP
DCP
+$202K

Sector Composition

1 Consumer Staples 47.09%
2 Financials 1.9%
3 Technology 1.41%
4 Healthcare 1.35%
5 Materials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$192K 0.11%
4,693
52
$188K 0.11%
18,697
-2,800
53
$183K 0.1%
3,525
54
$180K 0.1%
+1,840
55
$180K 0.1%
3,253
-30
56
$176K 0.1%
2,632
+104
57
$160K 0.09%
3,614
58
$158K 0.09%
3,000
59
$156K 0.09%
3,232
-130
60
$148K 0.08%
+905
61
$142K 0.08%
2,520
+200
62
$126K 0.07%
2,260
+380
63
$125K 0.07%
2,556
64
$114K 0.06%
2,147
-118
65
$114K 0.06%
613
+113
66
$106K 0.06%
4,366
67
$102K 0.06%
600
68
$95K 0.05%
3,195
+90
69
$88K 0.05%
1,088
-170
70
$82K 0.05%
1,900
71
$77K 0.04%
1,080
72
$74K 0.04%
3,764
73
$72K 0.04%
2,620
-11,140
74
$71K 0.04%
1,083
+251
75
$63K 0.04%
933
+101
1 2
3
4 5