CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.96M
3
+$3.4M
4
MO icon
Altria Group
MO
+$2.07M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.24M

Top Sells

1
+$1.41M
2
+$287K
3
+$230K
4
SEP
Spectra Engy Parters Lp
SEP
+$224K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$155K

Sector Composition

1 Consumer Staples 50.43%
2 Energy 2.71%
3 Financials 2.12%
4 Healthcare 1.27%
5 Technology 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K 0.01%
290
102
$20K 0.01%
600
103
$16K 0.01%
623
104
$16K 0.01%
1,123
105
$16K 0.01%
2,000
106
$15K 0.01%
297
107
$15K 0.01%
900
108
$14K 0.01%
88
109
$13K 0.01%
86
+72
110
$13K 0.01%
+800
111
$9K 0.01%
93
112
$7K ﹤0.01%
354
113
$6K ﹤0.01%
25
114
$6K ﹤0.01%
550
115
$6K ﹤0.01%
33
116
$5K ﹤0.01%
200
117
$4K ﹤0.01%
75
118
$4K ﹤0.01%
106
119
$4K ﹤0.01%
45
120
$4K ﹤0.01%
165
121
$3K ﹤0.01%
31
122
$3K ﹤0.01%
38
123
$3K ﹤0.01%
700
124
$3K ﹤0.01%
569
125
$2K ﹤0.01%
51
-1
2 3 4
5
6