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
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81
$40K 0.03%
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82
$40K 0.03%
591
83
$39K 0.02%
571
84
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+1,350
85
$31K 0.02%
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86
$30K 0.02%
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$24K 0.02%
320
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88
$23K 0.01%
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89
$23K 0.01%
515
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685
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91
$20K 0.01%
605
92
$19K 0.01%
290
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$18K 0.01%
600
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$16K 0.01%
297
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97
$11K 0.01%
88
98
$10K 0.01%
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99
$8K 0.01%
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100
$7K ﹤0.01%
+49