CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+11.61%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(+12%)
Cap. Flow
+$506K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
88.41%
Holding
145
New
11
Increased
32
Reduced
9
Closed
5
Top Buys
Top Sells
| 1 |
Philip Morris
PM
|
$2.27M |
| 2 |
Altria Group
MO
|
$1.72M |
| 3 |
EEP
Enbridge Energy Partners
EEP
|
$305K |
| 4 |
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% |
