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
$146M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$55K
3
+$49.2K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$40K
5
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$38K

Top Sells

1
+$4.86M
2
+$1.48M
3
+$1.22M
4
EPD icon
Enterprise Products Partners
EPD
+$324K
5
BPL
Buckeye Partners, L.P.
BPL
+$293K

Sector Composition

1 Consumer Staples 62.21%
2 Financials 1.87%
3 Healthcare 1.31%
4 Technology 1.05%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K ﹤0.01%
33
102
$4K ﹤0.01%
38
103
$4K ﹤0.01%
165
104
$3K ﹤0.01%
40
105
$3K ﹤0.01%
75
106
$3K ﹤0.01%
45
107
$3K ﹤0.01%
28
108
$3K ﹤0.01%
38
109
$3K ﹤0.01%
+700
110
$3K ﹤0.01%
569
111
$3K ﹤0.01%
3,690
112
$2K ﹤0.01%
40
113
$2K ﹤0.01%
55
114
$2K ﹤0.01%
18
115
$2K ﹤0.01%
38
116
$1K ﹤0.01%
39
117
$1K ﹤0.01%
13
118
$1K ﹤0.01%
700
119
$1K ﹤0.01%
15
120
$1K ﹤0.01%
50
121
– –
-11,090
122
$0 ﹤0.01%
+40
123
– –
-17,930
124
– –
-41
125
– –
-6,430
2 3 4
5
6