CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+5.57%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+7.9%)
Cap. Flow
+$4.02M
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
90.86%
Holding
152
New
42
Increased
37
Reduced
15
Closed
22
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.57M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$1.21M |
| 3 |
Enterprise Products Partners
EPD
|
$324K |
| 4 |
BPL
Buckeye Partners, L.P.
BPL
|
$293K |
| 5 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$285K |
Top Sells
| 1 |
Philip Morris
PM
|
$1.76M |
| 2 |
Altria Group
MO
|
$1.38M |
| 3 |
AT&T
T
|
$179K |
| 4 |
Newmont
NEM
|
$129K |
| 5 |
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% |
