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
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$1.97M
3 +$609K
4
MDLZ icon
Mondelez International
MDLZ
+$461K
5
AMGN icon
Amgen
AMGN
+$436K

Top Sells

1 +$2.95M
2 +$2.73M
3 +$453K
4
CVX icon
Chevron
CVX
+$296K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Consumer Staples 13.21%
2 Technology 3.28%
3 Consumer Discretionary 3.27%
4 Financials 2.36%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27K 0.01%
1,400
227
$26K 0.01%
168
228
$26K 0.01%
242
229
$26K 0.01%
800
230
$26K 0.01%
477
-753
231
$24K 0.01%
960
232
$24K 0.01%
+355
233
$23K 0.01%
+162
234
$23K 0.01%
1,000
235
$23K 0.01%
+167
236
$23K 0.01%
+334
237
$22K 0.01%
232
+92
238
$22K 0.01%
570
239
$22K 0.01%
1,700
240
$21K 0.01%
144
241
$21K 0.01%
+1,900
242
$21K 0.01%
+1,170
243
$21K 0.01%
271
244
$20K 0.01%
+1,400
245
$20K 0.01%
420
246
$20K 0.01%
41
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247
$19K 0.01%
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248
$19K 0.01%
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249
$19K 0.01%
210
250
$19K 0.01%
372
+62