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
$163M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.05M
3
+$467K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$320K
5
KMI icon
Kinder Morgan
KMI
+$204K

Top Sells

1
+$2.27M
2
+$1.72M
3
+$305K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$272K
5
WWAV
The WhiteWave Foods Company
WWAV
+$191K

Sector Composition

1 Consumer Staples 59.4%
2 Energy 2.68%
3 Financials 2.18%
4 Healthcare 1.21%
5 Technology 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.3M 35.11%
507,396
-20,125
2
$36.8M 22.57%
515,604
-24,150
3
$18.2M 11.16%
150,073
+24,475
4
$13.1M 8.05%
274,590
-5,677
5
$6.66M 4.08%
134,071
+6,450
6
$4.7M 2.88%
159,670
-925
7
$3.28M 2.01%
32,511
+200
8
$1.51M 0.93%
41,560
-1,000
9
$1.34M 0.82%
31,030
10
$1.32M 0.81%
26,655
+21,130
11
$971K 0.6%
10,694
12
$938K 0.57%
22,980
+11,450
13
$627K 0.38%
5,835
14
$617K 0.38%
9,375
-610
15
$507K 0.31%
6,032
16
$451K 0.28%
3,798
+5
17
$441K 0.27%
2,647
+100
18
$436K 0.27%
4,245
19
$432K 0.26%
12,785
+370
20
$413K 0.25%
2,892
21
$410K 0.25%
3,294
+167
22
$390K 0.24%
26,700
23
$385K 0.24%
8,673
24
$354K 0.22%
17,930
25
$342K 0.21%
2,579
+80
1
2 3 4 5