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
$146M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$55K
3
+$49.2K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$40K
5
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$38K

Top Sells

1
+$4.86M
2
+$1.48M
3
+$1.22M
4
EPD icon
Enterprise Products Partners
EPD
+$324K
5
BPL
Buckeye Partners, L.P.
BPL
+$293K

Sector Composition

1 Consumer Staples 62.21%
2 Financials 1.87%
3 Healthcare 1.31%
4 Technology 1.05%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26K 0.02%
470
+400
77
$26K 0.02%
+2,000
78
$25K 0.02%
+300
79
$25K 0.02%
320
80
$22K 0.02%
290
81
$22K 0.02%
515
82
$22K 0.02%
685
83
$20K 0.01%
600
84
$19K 0.01%
297
85
$18K 0.01%
290
86
$18K 0.01%
605
87
$17K 0.01%
1,092
+727
88
$16K 0.01%
+1,000
89
$15K 0.01%
760
90
$12K 0.01%
1,000
91
$10K 0.01%
+623
92
$10K 0.01%
354
93
$10K 0.01%
88
94
$9K 0.01%
400
95
$8K 0.01%
93
96
$8K 0.01%
2,280
97
$7K ﹤0.01%
238
98
$7K ﹤0.01%
49
99
$5K ﹤0.01%
25
100
$5K ﹤0.01%
+106
2 3
4
5 6