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
$157M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.23M
3
+$298K
4
BPL
Buckeye Partners, L.P.
BPL
+$292K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$266K

Top Sells

1
+$1.73M
2
+$1.28M
3
+$163K
4
PBR icon
Petrobras
PBR
+$119K
5
NEM icon
Newmont
NEM
+$109K

Sector Composition

1 Consumer Staples 63.45%
2 Energy 2.47%
3 Financials 1.6%
4 Healthcare 1.21%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7K ﹤0.01%
+49
102
$6K ﹤0.01%
400
103
$6K ﹤0.01%
238
104
$5K ﹤0.01%
365
-7,297
105
$5K ﹤0.01%
+33
106
$5K ﹤0.01%
+107
107
$5K ﹤0.01%
3,690
108
$4K ﹤0.01%
25
109
$4K ﹤0.01%
70
-105
110
$4K ﹤0.01%
+165
111
$3K ﹤0.01%
+75
112
$3K ﹤0.01%
45
-14
113
$3K ﹤0.01%
+38
114
$3K ﹤0.01%
+28
115
$3K ﹤0.01%
+569
116
$2K ﹤0.01%
40
-80
117
$2K ﹤0.01%
40
-80
118
$2K ﹤0.01%
55
119
$2K ﹤0.01%
+18
120
$2K ﹤0.01%
+38
121
$1K ﹤0.01%
41
122
$1K ﹤0.01%
+39
123
$1K ﹤0.01%
+13
124
$1K ﹤0.01%
+700
125
$1K ﹤0.01%
+15
3 4
5
6 7