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
276
$13K 0.01%
+167
277
$13K 0.01%
319
278
$12K ﹤0.01%
263
+100
279
$12K ﹤0.01%
440
280
$12K ﹤0.01%
+250
281
$11K ﹤0.01%
36
282
$11K ﹤0.01%
36
283
$11K ﹤0.01%
+100
284
$11K ﹤0.01%
100
285
$10K ﹤0.01%
24
286
$10K ﹤0.01%
33
+12
287
$9K ﹤0.01%
163
+142
288
$9K ﹤0.01%
170
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$9K ﹤0.01%
112
290
$9K ﹤0.01%
185
291
$9K ﹤0.01%
95
292
$9K ﹤0.01%
167
293
$8K ﹤0.01%
68
294
$8K ﹤0.01%
76
+28
295
$8K ﹤0.01%
+48
296
$8K ﹤0.01%
+240
297
$8K ﹤0.01%
+430
298
$8K ﹤0.01%
48
299
$8K ﹤0.01%
40
300
$8K ﹤0.01%
+52