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
301
$8K ﹤0.01%
48
302
$8K ﹤0.01%
190
303
$8K ﹤0.01%
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304
$7K ﹤0.01%
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305
$7K ﹤0.01%
180
-83
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$7K ﹤0.01%
68
307
$7K ﹤0.01%
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308
$7K ﹤0.01%
16
309
$7K ﹤0.01%
48
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150
-2
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$7K ﹤0.01%
52
312
$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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$6K ﹤0.01%
40
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$6K ﹤0.01%
185
318
$5K ﹤0.01%
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$5K ﹤0.01%
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321
$5K ﹤0.01%
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322
$5K ﹤0.01%
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323
$5K ﹤0.01%
136
324
$5K ﹤0.01%
7
325
$5K ﹤0.01%
+15
11 12
13
14 15