CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$52.5K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$39.3K
5
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$37.9K

Top Sells

1
+$4.85M
2
+$1.53M
3
+$1.29M
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 Industrials 1.14%
5 Technology 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$0 ﹤0.01%
112
127
– –
-3,750
128
– –
-6,160
129
$0 ﹤0.01%
3
130
– –
-2,480
131
– –
-4,160
132
– –
-7,940
133
– –
-11,980
134
– –
-5,230
135
– –
-1,350
136
$0 ﹤0.01%
8
137
– –
-5,610
138
– –
-8,340
139
– –
-4,830
140
– –
-107
141
$0 ﹤0.01%
+40
2 3 4 5
6