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

Top Buys

1
+$2.97M
2
+$1.05M
3
+$467K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$320K
5
KMI icon
Kinder Morgan
KMI
+$204K

Top Sells

1
+$2.27M
2
+$1.72M
3
+$305K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$272K
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 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
+31
127
$2K ﹤0.01%
39
128
$2K ﹤0.01%
15
129
$2K ﹤0.01%
38
130
$2K ﹤0.01%
28
131
$1K ﹤0.01%
9
132
$1K ﹤0.01%
18
133
$1K ﹤0.01%
13
134
$1K ﹤0.01%
700
135
$1K ﹤0.01%
50
136
$0 ﹤0.01%
40
137
– –
-1,291
138
– –
-1,000
139
– –
-5,379
140
$0 ﹤0.01%
112
141
$0 ﹤0.01%
3
142
$0 ﹤0.01%
+5
143
– –
-11,980
144
$0 ﹤0.01%
8
145
– –
-3,433
2 3 4 5
6