CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$405K
3
+$299K
4
EEP
Enbridge Energy Partners
EEP
+$292K
5
EPD icon
Enterprise Products Partners
EPD
+$289K

Top Sells

1
+$3.36M
2
+$1.28M
3
+$1.22M
4
MO icon
Altria Group
MO
+$1.12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$683K

Sector Composition

1 Consumer Staples 60%
2 Energy 2.97%
3 Financials 2.41%
4 Healthcare 1.21%
5 Technology 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61K 0.04%
957
77
$58K 0.04%
1,713
78
$58K 0.04%
500
79
$56K 0.04%
1,080
80
$45K 0.03%
1,182
81
$45K 0.03%
14,000
82
$44K 0.03%
500
83
$41K 0.03%
715
84
$40K 0.03%
571
85
$31K 0.02%
1,695
86
$31K 0.02%
320
87
$27K 0.02%
2,000
88
$26K 0.02%
2,822
89
$26K 0.02%
470
90
$26K 0.02%
680
+75
91
$23K 0.02%
300
92
$21K 0.01%
500
93
$21K 0.01%
290
94
$21K 0.01%
515
95
$21K 0.01%
685
96
$21K 0.01%
290
97
$21K 0.01%
297
98
$18K 0.01%
760
99
$17K 0.01%
1,092
100
$16K 0.01%
600
2 3
4
5 6