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

Top Buys

1
+$2.05M
2
+$2.05M
3
+$592K
4
RH icon
RH
RH
+$458K
5
PLBY icon
Playboy Inc
PLBY
+$440K

Top Sells

1
+$2.98M
2
+$2.73M
3
+$391K
4
CVX icon
Chevron
CVX
+$286K
5
AAPL icon
Apple
AAPL
+$169K

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
8 9
10
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