CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.96M
3
+$3.4M
4
MO icon
Altria Group
MO
+$2.07M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.24M

Top Sells

1
+$1.41M
2
+$287K
3
+$230K
4
SEP
Spectra Engy Parters Lp
SEP
+$224K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$155K

Sector Composition

1 Consumer Staples 50.43%
2 Energy 2.71%
3 Financials 2.12%
4 Healthcare 1.27%
5 Technology 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$108K 0.06%
3,070
+475
77
$104K 0.06%
+7,545
78
$96K 0.06%
2,000
-60
79
$91K 0.05%
1,990
+305
80
$91K 0.05%
1,218
+11
81
$86K 0.05%
500
82
$85K 0.05%
500
83
$81K 0.05%
3,864
84
$80K 0.05%
1,500
-2,900
85
$71K 0.04%
1,080
86
$63K 0.04%
1,435
+20
87
$58K 0.03%
832
88
$49K 0.03%
14,000
89
$47K 0.03%
715
90
$46K 0.03%
571
91
$39K 0.02%
+1,810
92
$35K 0.02%
1,695
93
$32K 0.02%
300
94
$30K 0.02%
470
95
$26K 0.02%
2,822
96
$26K 0.02%
581
97
$25K 0.01%
760
98
$23K 0.01%
500
99
$23K 0.01%
290
100
$23K 0.01%
685
2 3
4
5 6