CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$3.87M
3
+$2.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.06M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$904K

Top Sells

1
+$1.12M
2
+$976K
3
+$969K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$941K
5
AAPL icon
Apple
AAPL
+$883K

Sector Composition

1 Consumer Staples 13.15%
2 Consumer Discretionary 3.73%
3 Technology 2.59%
4 Financials 2.41%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K 0.01%
167
252
$19K 0.01%
+79
253
$19K 0.01%
420
254
$18K 0.01%
+41
255
$18K 0.01%
232
256
$18K 0.01%
2,345
-61,222
257
$18K 0.01%
1,700
258
$17K 0.01%
29
259
$17K 0.01%
240
-8,752
260
$17K 0.01%
169
261
$17K 0.01%
143
+68
262
$17K 0.01%
75
263
$17K 0.01%
120
264
$17K 0.01%
243
265
$17K 0.01%
67
266
$16K 0.01%
+250
267
$16K 0.01%
167
268
$16K 0.01%
260
-17
269
$16K 0.01%
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270
$16K 0.01%
75
271
$15K 0.01%
100
272
$15K 0.01%
667
273
$15K 0.01%
420
-150
274
$15K 0.01%
275
275
$15K 0.01%
124
9 10
11
12 13