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
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.05M
3
+$592K
4
RH icon
RH
RH
+$458K
5
PLBY icon
Playboy Inc
PLBY
+$440K

Top Sells

1
+$2.98M
2
+$2.73M
3
+$391K
4
CVX icon
Chevron
CVX
+$286K
5
AAPL icon
Apple
AAPL
+$169K

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
301
$7K ﹤0.01%
+192
302
$7K ﹤0.01%
229
-278
303
$7K ﹤0.01%
28
-187
304
$6K ﹤0.01%
+112
305
$6K ﹤0.01%
+30
306
$6K ﹤0.01%
+132
307
$6K ﹤0.01%
152
308
$6K ﹤0.01%
+136
309
$6K ﹤0.01%
+28
310
$5K ﹤0.01%
+16
311
$5K ﹤0.01%
+20
312
$5K ﹤0.01%
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$5K ﹤0.01%
28
314
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+28
315
$5K ﹤0.01%
+20
316
$5K ﹤0.01%
57
317
$5K ﹤0.01%
282
318
$5K ﹤0.01%
+24
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$4K ﹤0.01%
580
320
$4K ﹤0.01%
+96
321
$4K ﹤0.01%
+44
322
$4K ﹤0.01%
+18
323
$4K ﹤0.01%
+139
324
$4K ﹤0.01%
+100
325
$4K ﹤0.01%
+44
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