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
$157M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.21M
3
+$324K
4
BPL
Buckeye Partners, L.P.
BPL
+$293K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$285K

Top Sells

1
+$1.76M
2
+$1.38M
3
+$179K
4
NEM icon
Newmont
NEM
+$129K
5
PBR icon
Petrobras
PBR
+$129K

Sector Composition

1 Consumer Staples 63.45%
2 Energy 2.47%
3 Financials 1.6%
4 Healthcare 1.21%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57K 0.04%
1,080
77
$53K 0.03%
957
78
$52K 0.03%
+14,000
79
$49K 0.03%
715
80
$43K 0.03%
2,041
-2,688
81
$40K 0.03%
+500
82
$40K 0.03%
591
83
$39K 0.02%
571
84
$39K 0.02%
+1,350
85
$31K 0.02%
1,695
86
$30K 0.02%
+2,822
87
$24K 0.02%
320
+50
88
$23K 0.01%
290
89
$23K 0.01%
515
+85
90
$23K 0.01%
685
-177
91
$20K 0.01%
605
92
$19K 0.01%
290
+80
93
$18K 0.01%
600
94
$16K 0.01%
297
+167
95
$14K 0.01%
760
96
$13K 0.01%
+1,000
97
$11K 0.01%
88
98
$10K 0.01%
+354
99
$8K 0.01%
+93
100
$7K ﹤0.01%
+49
2 3
4
5 6