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
$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
+$49.2K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$40K
5
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$38K

Top Sells

1
+$4.86M
2
+$1.48M
3
+$1.22M
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 Technology 1.05%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-11,090
127
$0 ﹤0.01%
+40
128
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-17,930
129
– –
-41
130
– –
-6,430
131
– –
-3,540
132
$0 ﹤0.01%
112
133
– –
-3,750
134
– –
-6,160
135
$0 ﹤0.01%
3
136
– –
-2,480
137
– –
-4,160
138
– –
-7,940
139
– –
-11,980
140
– –
-5,230
141
– –
-1,350
2 3 4 5
6