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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$6.96M
3
+$5.66M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.47M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$911K

Top Sells

1
+$305K
2
+$241K
3
+$217K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$207K
5
DCP
DCP Midstream, LP
DCP
+$194K

Sector Composition

1 Consumer Staples 47.09%
2 Financials 1.9%
3 Technology 1.41%
4 Healthcare 1.35%
5 Materials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
+53
152
$6K ﹤0.01%
+28
153
$6K ﹤0.01%
250
154
$6K ﹤0.01%
83
+43
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$6K ﹤0.01%
+24
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$6K ﹤0.01%
+310
157
$6K ﹤0.01%
+62
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$6K ﹤0.01%
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159
$6K ﹤0.01%
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$6K ﹤0.01%
+30
161
$5K ﹤0.01%
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162
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+79
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$5K ﹤0.01%
+52
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$5K ﹤0.01%
+90
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+35
166
$5K ﹤0.01%
110
167
$5K ﹤0.01%
+33
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+43
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+28
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$5K ﹤0.01%
+38
171
$4K ﹤0.01%
100
172
$4K ﹤0.01%
+80
173
$4K ﹤0.01%
+32
174
$4K ﹤0.01%
+25
175
$4K ﹤0.01%
+42
5 6
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