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
$163M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.04M
3
+$463K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$312K
5
KMI icon
Kinder Morgan
KMI
+$205K

Top Sells

1
+$2.08M
2
+$1.75M
3
+$305K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$265K
5
WWAV
The WhiteWave Foods Company
WWAV
+$191K

Sector Composition

1 Consumer Staples 59.4%
2 Energy 2.68%
3 Financials 2.18%
4 Healthcare 1.21%
5 Technology 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
39
127
$2K ﹤0.01%
15
128
$2K ﹤0.01%
38
129
$2K ﹤0.01%
28
130
$1K ﹤0.01%
9
131
$1K ﹤0.01%
18
132
$1K ﹤0.01%
13
133
$1K ﹤0.01%
700
134
$1K ﹤0.01%
50
135
– –
-8,068
136
$0 ﹤0.01%
40
137
– –
-1,713
138
– –
-1,000
139
$0 ﹤0.01%
112
140
$0 ﹤0.01%
3
141
$0 ﹤0.01%
+5
142
– –
-11,980
143
$0 ﹤0.01%
8
144
– –
-3,433
2 3 4 5
6