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
176
$4K ﹤0.01%
+115
177
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+8
178
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+32
179
$4K ﹤0.01%
+124
180
$4K ﹤0.01%
+290
181
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+52
182
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+43
183
$4K ﹤0.01%
700
184
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185
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186
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+300
187
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+25
188
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38
189
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190
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191
$3K ﹤0.01%
+44
192
$3K ﹤0.01%
+52
193
$2K ﹤0.01%
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194
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550
195
$2K ﹤0.01%
100
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24
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$2K ﹤0.01%
70
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$2K ﹤0.01%
71
199
$2K ﹤0.01%
11
200
$1K ﹤0.01%
5
5 6 7
8
9