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
$247M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$3.91M
3
+$2.55M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.15M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$930K

Top Sells

1
+$1.14M
2
+$999K
3
+$987K
4
XOM icon
Exxon Mobil
XOM
+$915K
5
AAPL icon
Apple
AAPL
+$851K

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
276
$14K 0.01%
39
277
$14K 0.01%
167
278
$14K 0.01%
300
279
$13K 0.01%
409
280
$12K ﹤0.01%
328
-63
281
$12K ﹤0.01%
+216
282
$12K ﹤0.01%
75
+2
283
$12K ﹤0.01%
319
284
$12K ﹤0.01%
250
285
$12K ﹤0.01%
+212
286
$11K ﹤0.01%
119
-22
287
$11K ﹤0.01%
440
288
$11K ﹤0.01%
145
-12,408
289
$10K ﹤0.01%
100
290
$10K ﹤0.01%
33
291
$10K ﹤0.01%
163
292
$10K ﹤0.01%
40
293
$10K ﹤0.01%
36
294
$9K ﹤0.01%
36
295
$9K ﹤0.01%
87
+43
296
$9K ﹤0.01%
112
297
$9K ﹤0.01%
+36
298
$8K ﹤0.01%
24
299
$8K ﹤0.01%
76
300
$8K ﹤0.01%
170
10 11
12
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