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
+$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$416K
3
+$346K
4
EEP
Enbridge Energy Partners
EEP
+$305K
5
EPD icon
Enterprise Products Partners
EPD
+$300K

Top Sells

1
+$3.35M
2
+$1.26M
3
+$1.25M
4
MO icon
Altria Group
MO
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$700K

Sector Composition

1 Consumer Staples 60%
2 Energy 2.97%
3 Financials 2.41%
4 Healthcare 1.21%
5 Technology 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16K 0.01%
1,000
102
$14K 0.01%
623
103
$12K 0.01%
1,000
104
$11K 0.01%
88
105
$9K 0.01%
238
106
$8K 0.01%
354
107
$8K 0.01%
49
108
$8K 0.01%
93
109
$5K ﹤0.01%
25
110
$4K ﹤0.01%
75
111
$4K ﹤0.01%
+200
112
$4K ﹤0.01%
106
113
$4K ﹤0.01%
45
114
$4K ﹤0.01%
165
115
$3K ﹤0.01%
40
116
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38
117
$3K ﹤0.01%
38
118
$3K ﹤0.01%
700
119
$3K ﹤0.01%
569
120
$2K ﹤0.01%
40
121
$2K ﹤0.01%
54
-1
122
$2K ﹤0.01%
38
123
$2K ﹤0.01%
28
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$1K ﹤0.01%
+9
125
$1K ﹤0.01%
18
2 3 4
5
6