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
$169M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.96M
3
+$3.4M
4
MO icon
Altria Group
MO
+$2.07M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.24M

Top Sells

1
+$1.41M
2
+$287K
3
+$230K
4
SEP
Spectra Engy Parters Lp
SEP
+$224K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$155K

Sector Composition

1 Consumer Staples 50.43%
2 Energy 2.71%
3 Financials 2.12%
4 Healthcare 1.27%
5 Technology 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.3M 31.03%
471,240
+71,477
2
$30.1M 17.86%
474,688
+32,603
3
$25.5M 15.12%
196,728
+26,280
4
$14.5M 8.59%
274,590
5
$11.7M 6.91%
212,881
+72,390
6
$4.97M 2.95%
159,670
7
$2.86M 1.7%
57,790
+24,980
8
$1.99M 1.18%
46,945
+17,250
9
$1.61M 0.96%
41,560
10
$1.57M 0.93%
15,530
-13,981
11
$1.26M 0.75%
31,030
12
$967K 0.57%
+13,678
13
$829K 0.49%
10,694
14
$659K 0.39%
8,844
+455
15
$639K 0.38%
5,435
16
$596K 0.35%
6,962
+390
17
$555K 0.33%
21,150
+15,180
18
$550K 0.33%
4,523
+280
19
$484K 0.29%
14,380
+910
20
$448K 0.27%
2,444
-90
21
$428K 0.25%
1,705
+480
22
$416K 0.25%
8,533
+462
23
$412K 0.24%
31,770
+2,620
24
$405K 0.24%
2,897
+287
25
$397K 0.24%
3,055
-90
1
2 3 4 5