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
$157M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.21M
3
+$324K
4
BPL
Buckeye Partners, L.P.
BPL
+$293K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$285K

Top Sells

1
+$1.76M
2
+$1.38M
3
+$179K
4
NEM icon
Newmont
NEM
+$129K
5
PBR icon
Petrobras
PBR
+$129K

Sector Composition

1 Consumer Staples 63.45%
2 Energy 2.47%
3 Financials 1.6%
4 Healthcare 1.21%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.6M 36.15%
556,573
-17,350
2
$39.8M 25.39%
576,574
-20,000
3
$18.8M 12%
175,368
+14,636
4
$15.2M 9.72%
355,157
+2,146
5
$5.38M 3.44%
204,158
+4,264
6
$2.43M 1.55%
54,621
+27,180
7
$1.45M 0.93%
31,830
-1,685
8
$1.06M 0.67%
42,760
9
$977K 0.62%
11,044
-520
10
$612K 0.39%
5,835
11
$452K 0.29%
8,843
+920
12
$436K 0.28%
2,890
+39
13
$434K 0.28%
5,507
+2,010
14
$395K 0.25%
4,245
15
$367K 0.23%
19,185
+9,730
16
$366K 0.23%
3,017
+774
17
$358K 0.23%
2,473
+678
18
$324K 0.21%
+11,090
19
$316K 0.2%
11,023
+2,105
20
$309K 0.2%
17,064
21
$301K 0.19%
2,378
+1,263
22
$300K 0.19%
6,784
+3,645
23
$293K 0.19%
+4,160
24
$285K 0.18%
+3,750
25
$278K 0.18%
+11,980
1
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