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

Top Buys

1
+$8.23M
2
+$717K
3
+$519K
4
AAPL icon
Apple
AAPL
+$504K
5
PLBY icon
Playboy Inc
PLBY
+$485K

Top Sells

1
+$2.12M
2
+$1.95M
3
+$486K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$446K
5
PBR icon
Petrobras
PBR
+$378K

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%
48
254
$4K ﹤0.01%
102
+100
255
$4K ﹤0.01%
28
256
$2K ﹤0.01%
39
257
$2K ﹤0.01%
280
258
$2K ﹤0.01%
28
259
$2K ﹤0.01%
21
-7
260
$2K ﹤0.01%
24
-24
261
$2K ﹤0.01%
8
262
$2K ﹤0.01%
183
-125
263
$2K ﹤0.01%
100
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