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
$146M
AUM Growth
+$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$416K
3
+$346K
4
EEP
Enbridge Energy Partners
EEP
+$305K
5
EPD icon
Enterprise Products Partners
EPD
+$300K

Top Sells

1
+$3.35M
2
+$1.26M
3
+$1.25M
4
MO icon
Altria Group
MO
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$700K

Sector Composition

1 Consumer Staples 60%
2 Energy 2.97%
3 Financials 2.41%
4 Healthcare 1.21%
5 Technology 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
39
127
$1K ﹤0.01%
13
128
$1K ﹤0.01%
700
129
$1K ﹤0.01%
15
130
$1K ﹤0.01%
50
131
– –
-2,640
132
– –
-400
133
$0 ﹤0.01%
40
134
– –
-3,624
135
– –
-2,041
136
$0 ﹤0.01%
112
137
$0 ﹤0.01%
3
138
– –
-33
139
– –
-3,800
140
$0 ﹤0.01%
8
141
– –
-2,280
142
– –
-3,690
2 3 4 5
6