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
$157M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.21M
3 +$324K
4
BPL
Buckeye Partners, L.P.
BPL
+$293K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$285K

Top Sells

1 +$1.76M
2 +$1.38M
3 +$179K
4
NEM icon
Newmont
NEM
+$129K
5
PBR icon
Petrobras
PBR
+$129K

Sector Composition

1 Consumer Staples 63.45%
2 Energy 2.47%
3 Financials 1.6%
4 Healthcare 1.21%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-630
152
-166