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
$222M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$690K
3
+$525K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$503K
5
AAPL icon
Apple
AAPL
+$477K

Top Sells

1
+$2.05M
2
+$2.01M
3
+$445K
4
KHC icon
Kraft Heinz
KHC
+$354K
5
SFM icon
Sprouts Farmers Market
SFM
+$347K

Sector Composition

1 Consumer Staples 16.3%
2 Technology 2.93%
3 Consumer Discretionary 2.44%
4 Healthcare 1.96%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
+319
227
$12K 0.01%
49
228
$12K 0.01%
+470
229
$12K 0.01%
140
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$10K ﹤0.01%
100
231
$10K ﹤0.01%
36
232
$10K ﹤0.01%
114
-114
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$10K ﹤0.01%
36
234
$10K ﹤0.01%
440
235
$9K ﹤0.01%
40
236
$8K ﹤0.01%
+580
237
$8K ﹤0.01%
112
238
$8K ﹤0.01%
40
239
$8K ﹤0.01%
+190
240
$8K ﹤0.01%
+178
241
$7K ﹤0.01%
24
242
$7K ﹤0.01%
163
-50
243
$7K ﹤0.01%
48
244
$7K ﹤0.01%
250
245
$7K ﹤0.01%
501
246
$6K ﹤0.01%
68
247
$6K ﹤0.01%
35
248
$6K ﹤0.01%
73
249
$6K ﹤0.01%
250
250
$6K ﹤0.01%
100
7 8 9
10
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