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

Top Buys

1
+$12.2M
2
+$6.85M
3
+$5.41M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.41M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$917K

Top Sells

1
+$306K
2
+$252K
3
+$211K
4
PAGP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
+150
202
$1K ﹤0.01%
32
203
$1K ﹤0.01%
12
204
$1K ﹤0.01%
700
205
$1K ﹤0.01%
28
206
$1K ﹤0.01%
+18
207
$1K ﹤0.01%
50
208
– –
-50
209
– –
-1,460
210
$0 ﹤0.01%
40
211
$0 ﹤0.01%
5
212
$0 ﹤0.01%
1
-1,525
213
$0 ﹤0.01%
13
214
– –
-3,490
215
– –
-2,480
216
– –
-700
217
– –
-4,260
218
$0 ﹤0.01%
3
219
– –
-2
5 6 7 8
9