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
$169M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.96M
3
+$3.4M
4
MO icon
Altria Group
MO
+$2.07M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.24M

Top Sells

1
+$1.41M
2
+$287K
3
+$230K
4
SEP
Spectra Engy Parters Lp
SEP
+$224K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$155K

Sector Composition

1 Consumer Staples 50.43%
2 Energy 2.71%
3 Financials 2.12%
4 Healthcare 1.27%
5 Technology 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
15
127
$2K ﹤0.01%
28
128
$2K ﹤0.01%
30
129
$1K ﹤0.01%
20
130
$1K ﹤0.01%
18
131
$1K ﹤0.01%
39
132
$1K ﹤0.01%
13
133
$1K ﹤0.01%
700
134
$1K ﹤0.01%
112
135
$1K ﹤0.01%
50
136
$1K ﹤0.01%
5
137
$1K ﹤0.01%
3
138
– –
-40
139
– –
-40
140
$0 ﹤0.01%
3
-6
141
$0 ﹤0.01%
40
142
– –
-49
143
– –
-38
144
– –
-591
145
$0 ﹤0.01%
3
146
– –
-5,230
147
– –
-320
148
– –
-25
149
$0 ﹤0.01%
8
150
– –
-5,610
2 3 4 5
6