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

Top Buys

1
+$2.93M
2
+$1.04M
3
+$463K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$312K
5
KMI icon
Kinder Morgan
KMI
+$205K

Top Sells

1
+$2.08M
2
+$1.75M
3
+$305K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$265K
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 1.01%
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
$58K 0.04%
1,950
79
$58K 0.04%
14,000
80
$54K 0.03%
500
81
$47K 0.03%
1,165
+485
82
$44K 0.03%
571
83
$44K 0.03%
715
84
$41K 0.03%
1,182
85
$33K 0.02%
1,695
86
$31K 0.02%
320
87
$28K 0.02%
470
88
$27K 0.02%
1,950
+858
89
$27K 0.02%
300
90
$25K 0.02%
581
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91
$23K 0.01%
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92
$23K 0.01%
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93
$22K 0.01%
2,000
94
$22K 0.01%
685
95
$21K 0.01%
500
96
$21K 0.01%
290
97
$19K 0.01%
600
98
$18K 0.01%
297
99
$15K 0.01%
623
100
$15K 0.01%
760
2 3
4
5 6