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
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$32.5M
3
+$16.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$15.2M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$4.18M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 66.99%
2 Energy 0.62%
3 Industrials 0.43%
4 Consumer Discretionary 0.13%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.3M 37.5%
+503,446
2
$32.5M 27.51%
+557,755
3
$16.3M 13.81%
+156,252
4
$15.2M 12.92%
+351,161
5
$4.18M 3.54%
+187,769
6
$1.5M 1.27%
+33,515
7
$1.03M 0.87%
+22,881
8
$814K 0.69%
+11,184
9
$493K 0.42%
+5,485
10
$394K 0.33%
+4,245
11
$298K 0.25%
+1,997
12
$213K 0.18%
+2,640
13
$176K 0.15%
+2,254
14
$153K 0.13%
+2,556
15
$106K 0.09%
+4,366
16
$83K 0.07%
+1,099
17
$58K 0.05%
+832
18
$49K 0.04%
+890
19
$47K 0.04%
+1,425
20
$30K 0.03%
+1,695
21
$16K 0.01%
+242
22
$13K 0.01%
+311
23
$13K 0.01%
+232
24
$11K 0.01%
+398
25
$10K 0.01%
+88
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