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
$163M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.05M
3
+$467K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$320K
5
KMI icon
Kinder Morgan
KMI
+$204K

Top Sells

1
+$2.27M
2
+$1.72M
3
+$305K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$272K
5
WWAV
The WhiteWave Foods Company
WWAV
+$191K

Sector Composition

1 Consumer Staples 59.4%
2 Energy 2.68%
3 Financials 2.18%
4 Healthcare 1.21%
5 Technology 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$65K 0.04%
832
77
$63K 0.04%
1,080
78
$60K 0.04%
+1,008
79
$58K 0.04%
1,950
80
$58K 0.04%
14,000
81
$54K 0.03%
500
82
$47K 0.03%
1,165
+485
83
$44K 0.03%
571
84
$44K 0.03%
715
85
$41K 0.03%
591
86
$33K 0.02%
1,695
87
$31K 0.02%
320
88
$28K 0.02%
470
89
$27K 0.02%
1,950
+858
90
$27K 0.02%
300
91
$25K 0.02%
581
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92
$23K 0.01%
2,822
93
$23K 0.01%
290
94
$22K 0.01%
685
95
$22K 0.01%
2,000
96
$21K 0.01%
500
97
$21K 0.01%
290
98
$19K 0.01%
600
99
$18K 0.01%
297
100
$15K 0.01%
623
2 3
4
5 6