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
251
$19K 0.01%
315
252
$19K 0.01%
623
+100
253
$19K 0.01%
29
+4
254
$19K 0.01%
+73
255
$19K 0.01%
+75
256
$18K 0.01%
+167
257
$18K 0.01%
243
258
$18K 0.01%
+67
259
$18K 0.01%
169
260
$18K 0.01%
+250
261
$17K 0.01%
535
262
$17K 0.01%
+120
263
$17K 0.01%
+39
264
$17K 0.01%
700
265
$17K 0.01%
+124
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$16K 0.01%
+167
267
$16K 0.01%
391
268
$16K 0.01%
277
+209
269
$15K 0.01%
+667
270
$15K 0.01%
563
271
$15K 0.01%
275
+250
272
$14K 0.01%
171
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273
$14K 0.01%
141
274
$14K 0.01%
300
275
$13K 0.01%
40