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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.85M
3
+$5.41M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.41M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$917K

Top Sells

1
+$306K
2
+$252K
3
+$211K
4
PAGP icon
Plains GP Holdings
PAGP
+$210K
5
DCP
DCP Midstream, LP
DCP
+$202K

Sector Composition

1 Consumer Staples 47.09%
2 Financials 1.9%
3 Technology 1.41%
4 Healthcare 1.35%
5 Materials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.6M 27.26%
601,950
+151,475
2
$32.6M 18.26%
573,184
+120,606
3
$31.4M 17.6%
223,372
+6,527
4
$19M 10.63%
365,722
+104,395
5
$14.4M 8.05%
265,408
+26,025
6
$3.61M 2.02%
73,874
+14,189
7
$2.63M 1.48%
58,122
+11,177
8
$1.94M 1.09%
57,122
+268
9
$1.69M 0.95%
40,560
10
$1.52M 0.85%
15,204
11
$1.27M 0.71%
30,980
-50
12
$865K 0.49%
8,769
+333
13
$667K 0.37%
10,624
-70
14
$661K 0.37%
15,350
+213
15
$647K 0.36%
7,585
+48
16
$633K 0.36%
57,143
+3,800
17
$633K 0.36%
5,339
-3
18
$583K 0.33%
2,149
-12
19
$515K 0.29%
21,150
20
$482K 0.27%
16,953
21
$467K 0.26%
34,092
22
$432K 0.24%
26,322
+3,000
23
$421K 0.24%
10,239
24
$415K 0.23%
2,226
+15
25
$411K 0.23%
30,594
1
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