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
251
$5K ﹤0.01%
21
-7
252
$5K ﹤0.01%
282
253
$4K ﹤0.01%
28
254
$4K ﹤0.01%
48
255
$4K ﹤0.01%
102
+100
256
$2K ﹤0.01%
8
257
$2K ﹤0.01%
183
-125
258
$2K ﹤0.01%
100
259
$2K ﹤0.01%
39
260
$2K ﹤0.01%
280
261
$2K ﹤0.01%
67
262
$2K ﹤0.01%
21
-7
263
$2K ﹤0.01%
24
-24
264
$1K ﹤0.01%
12
265
$1K ﹤0.01%
6
-2
266
$1K ﹤0.01%
9
-3
267
$1K ﹤0.01%
21
-7
268
$1K ﹤0.01%
21
-7
269
– –
-106
270
$0 ﹤0.01%
2
271
– –
-84
272
– –
-210
273
$0 ﹤0.01%
1
274
– –
-552
7 8 9 10
11