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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.85M
3
+$5.41M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.41M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$917K

Top Sells

1
+$306K
2
+$252K
3
+$211K
4
PAGP icon
Plains GP Holdings
PAGP
+$210K
5
DCP
DCP Midstream, LP
DCP
+$202K

Sector Composition

1 Consumer Staples 47.09%
2 Financials 1.9%
3 Technology 1.41%
4 Healthcare 1.35%
5 Materials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.01%
2,822
102
$18K 0.01%
623
103
$18K 0.01%
510
+100
104
$18K 0.01%
+94
105
$17K 0.01%
+52
106
$17K 0.01%
+159
107
$17K 0.01%
+86
108
$17K 0.01%
+70
109
$17K 0.01%
210
110
$17K 0.01%
+650
111
$16K 0.01%
88
112
$16K 0.01%
900
113
$15K 0.01%
+111
114
$15K 0.01%
+440
115
$14K 0.01%
+57
116
$14K 0.01%
86
117
$14K 0.01%
+177
118
$13K 0.01%
+66
119
$13K 0.01%
800
120
$12K 0.01%
360
121
$12K 0.01%
+2,000
122
$12K 0.01%
86
+55
123
$11K 0.01%
+523
124
$10K 0.01%
300
125
$9K 0.01%
1,100
3 4
5
6 7