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
$201M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$1.14M
3
+$1M
4
PBR icon
Petrobras
PBR
+$984K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$724K

Top Sells

1
+$7.73M
2
+$3.62M
3
+$1.24M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.17M
5
RIG icon
Transocean
RIG
+$1M

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%
280
227
$3K ﹤0.01%
48
228
$3K ﹤0.01%
308
229
$3K ﹤0.01%
282
230
$2K ﹤0.01%
28
231
$2K ﹤0.01%
8
232
$2K ﹤0.01%
39
233
$2K ﹤0.01%
67
234
$2K ﹤0.01%
28
235
$2K ﹤0.01%
8
236
$2K ﹤0.01%
100
237
$1K ﹤0.01%
12
238
$1K ﹤0.01%
12
239
$1K ﹤0.01%
28
240
$1K ﹤0.01%
12
241
– –
-769
242
$0 ﹤0.01%
2
243
– –
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244
– –
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245
– –
-1,201
246
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247
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248
$0 ﹤0.01%
2
+1
249
– –
-10,000
250
$0 ﹤0.01%
+1
7 8 9
10
11