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
$146M
AUM Growth
+$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$416K
3
+$346K
4
EEP
Enbridge Energy Partners
EEP
+$305K
5
EPD icon
Enterprise Products Partners
EPD
+$300K

Top Sells

1
+$3.35M
2
+$1.26M
3
+$1.25M
4
MO icon
Altria Group
MO
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$700K

Sector Composition

1 Consumer Staples 60%
2 Energy 2.97%
3 Financials 2.41%
4 Healthcare 1.21%
5 Technology 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.3M 32.98%
527,521
-13,820
2
$36.5M 24.94%
539,754
-17,450
3
$14.5M 9.9%
125,598
-6,073
4
$12.4M 8.46%
280,267
-75,770
5
$5.86M 4%
127,621
+73,000
6
$4.6M 3.15%
160,595
-43,783
7
$3.24M 2.22%
32,311
+1,300
8
$1.59M 1.09%
42,560
-200
9
$1.38M 0.94%
31,030
-400
10
$934K 0.64%
10,694
11
$687K 0.47%
5,835
12
$620K 0.42%
9,985
+965
13
$455K 0.31%
11,530
+10,530
14
$444K 0.3%
6,032
+155
15
$438K 0.3%
2,892
16
$416K 0.28%
3,793
+1,275
17
$415K 0.28%
2,547
-30
18
$399K 0.27%
4,245
19
$375K 0.26%
12,415
+1,050
20
$363K 0.25%
26,700
+4,535
21
$360K 0.25%
3,127
22
$346K 0.24%
+17,930
23
$346K 0.24%
8,673
+1,494
24
$334K 0.23%
15,339
+3,275
25
$317K 0.22%
4,849
-75
1
2 3 4 5