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
$163M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.05M
3
+$467K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$320K
5
KMI icon
Kinder Morgan
KMI
+$204K

Top Sells

1
+$2.27M
2
+$1.72M
3
+$305K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$272K
5
WWAV
The WhiteWave Foods Company
WWAV
+$191K

Sector Composition

1 Consumer Staples 59.4%
2 Energy 2.68%
3 Financials 2.18%
4 Healthcare 1.21%
5 Technology 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15K 0.01%
760
102
$13K 0.01%
+53
103
$11K 0.01%
88
104
$10K 0.01%
+600
105
$9K 0.01%
+235
106
$8K ﹤0.01%
354
107
$8K ﹤0.01%
238
108
$8K ﹤0.01%
49
109
$8K ﹤0.01%
93
110
$8K ﹤0.01%
+245
111
$6K ﹤0.01%
+550
112
$5K ﹤0.01%
25
113
$5K ﹤0.01%
200
114
$5K ﹤0.01%
+33
115
$4K ﹤0.01%
75
116
$4K ﹤0.01%
106
117
$4K ﹤0.01%
45
118
$4K ﹤0.01%
165
119
$4K ﹤0.01%
569
120
$3K ﹤0.01%
40
121
$3K ﹤0.01%
38
122
$3K ﹤0.01%
30
-8
123
$3K ﹤0.01%
700
124
$2K ﹤0.01%
40
125
$2K ﹤0.01%
53
-1
2 3 4
5
6