CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.41M
3
+$1.05M
4
SFM icon
Sprouts Farmers Market
SFM
+$662K
5
AMZN icon
Amazon
AMZN
+$543K

Top Sells

1
+$2.76M
2
+$787K
3
+$433K
4
CHWY icon
Chewy
CHWY
+$414K
5
MO icon
Altria Group
MO
+$300K

Sector Composition

1 Consumer Staples 24.73%
2 Consumer Discretionary 1.87%
3 Healthcare 1.82%
4 Communication Services 1.56%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
+28
227
$2K ﹤0.01%
+8
228
$2K ﹤0.01%
282
229
$1K ﹤0.01%
12
230
$1K ﹤0.01%
+28
231
$1K ﹤0.01%
+28
232
$1K ﹤0.01%
+12
233
$0 ﹤0.01%
+12
234
$0 ﹤0.01%
2
235
– –
-160
236
– –
-1,700
237
– –
-2,350
238
– –
-228
239
– –
-1,620
240
– –
-400
241
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-565
242
– –
-65
243
$0 ﹤0.01%
1
244
– –
-14
245
– –
-265
246
– –
-271
6 7 8 9
10