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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.85M
3
+$5.41M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.41M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$917K

Top Sells

1
+$306K
2
+$252K
3
+$211K
4
PAGP icon
Plains GP Holdings
PAGP
+$210K
5
DCP
DCP Midstream, LP
DCP
+$202K

Sector Composition

1 Consumer Staples 47.09%
2 Financials 1.9%
3 Technology 1.41%
4 Healthcare 1.35%
5 Materials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56K 0.03%
3,260
-14,670
77
$56K 0.03%
+2,479
78
$55K 0.03%
417
+117
79
$53K 0.03%
11,840
80
$53K 0.03%
1,300
-3,530
81
$46K 0.03%
362
82
$46K 0.03%
1,940
-8,840
83
$46K 0.03%
715
84
$46K 0.03%
670
-3,080
85
$44K 0.02%
1,100
-5,060
86
$41K 0.02%
600
+100
87
$38K 0.02%
1,695
88
$38K 0.02%
900
-2,950
89
$37K 0.02%
2,090
-3,410
90
$34K 0.02%
1,010
-4,850
91
$33K 0.02%
760
92
$31K 0.02%
444
-2,319
93
$30K 0.02%
+1,657
94
$29K 0.02%
1,290
-4,940
95
$29K 0.02%
+340
96
$27K 0.02%
+516
97
$26K 0.01%
1,670
-7,650
98
$25K 0.01%
581
99
$24K 0.01%
685
100
$21K 0.01%
2,822
2 3
4
5 6