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
326
$4K ﹤0.01%
+8
327
$4K ﹤0.01%
7
328
$4K ﹤0.01%
+68
329
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+8
330
$4K ﹤0.01%
+56
331
$3K ﹤0.01%
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332
$3K ﹤0.01%
+20
333
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+8
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+16
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340
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$3K ﹤0.01%
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$2K ﹤0.01%
+20
347
$2K ﹤0.01%
+56
348
$2K ﹤0.01%
+16
349
$2K ﹤0.01%
+24
350
$2K ﹤0.01%
+72
12 13
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