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
301
$8K ﹤0.01%
48
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$8K ﹤0.01%
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$8K ﹤0.01%
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$7K ﹤0.01%
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305
$7K ﹤0.01%
180
-83
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$7K ﹤0.01%
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$7K ﹤0.01%
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308
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48
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150
-2
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$7K ﹤0.01%
52
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$6K ﹤0.01%
132
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$6K ﹤0.01%
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$6K ﹤0.01%
430
315
$6K ﹤0.01%
28
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40
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$6K ﹤0.01%
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318
$5K ﹤0.01%
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321
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322
$5K ﹤0.01%
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323
$5K ﹤0.01%
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324
$5K ﹤0.01%
7
325
$5K ﹤0.01%
+15
11 12
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14 15