CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
-6.52%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+10%)
Cap. Flow
+$27.2M
Cap. Flow
% of AUM
15.28%
Top 10 Holdings %
Top 10 Hldgs %
88.19%
Holding
219
New
78
Increased
30
Reduced
30
Closed
7
Top Buys
| 1 |
Philip Morris
PM
|
$12.2M |
| 2 |
Altria Group
MO
|
$6.85M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$5.41M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.41M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$917K |
Top Sells
| 1 |
Enterprise Products Partners
EPD
|
$306K |
| 2 |
Energy Transfer Partners
ET
|
$252K |
| 3 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$211K |
| 4 |
Plains GP Holdings
PAGP
|
$210K |
| 5 |
DCP
DCP Midstream, LP
DCP
|
$202K |
Sector Composition
| 1 | Consumer Staples | 47.09% |
| 2 | Financials | 1.9% |
| 3 | Technology | 1.41% |
| 4 | Healthcare | 1.35% |
| 5 | Materials | 1.27% |
