CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$1.14M
3
+$953K
4
PBR icon
Petrobras
PBR
+$874K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$723K

Top Sells

1
+$8.08M
2
+$4.14M
3
+$1.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
RIG icon
Transocean
RIG
+$1.02M

Sector Composition

1 Consumer Staples 19.58%
2 Consumer Discretionary 2.2%
3 Technology 2.15%
4 Healthcare 2.08%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
282
227
$3K ﹤0.01%
308
228
$3K ﹤0.01%
48
229
$3K ﹤0.01%
280
230
$2K ﹤0.01%
100
231
$2K ﹤0.01%
28
232
$2K ﹤0.01%
28
233
$2K ﹤0.01%
67
234
$2K ﹤0.01%
39
235
$2K ﹤0.01%
8
236
$2K ﹤0.01%
8
237
$1K ﹤0.01%
12
238
$1K ﹤0.01%
28
239
$1K ﹤0.01%
12
240
$1K ﹤0.01%
12
241
– –
-1,400
242
– –
-19,718
243
– –
-28
244
– –
-47
245
$0 ﹤0.01%
+1
246
– –
-10,000
247
$0 ﹤0.01%
2
+1
248
– –
-344
249
– –
-1,038
250
– –
-1,201
7 8 9
10
11