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
326
$4K ﹤0.01%
+8
327
$4K ﹤0.01%
7
328
$4K ﹤0.01%
+68
329
$4K ﹤0.01%
+8
330
$4K ﹤0.01%
+56
331
$3K ﹤0.01%
+33
332
$3K ﹤0.01%
+20
333
$3K ﹤0.01%
+8
334
$3K ﹤0.01%
+62
335
$3K ﹤0.01%
+28
336
$3K ﹤0.01%
+44
337
$3K ﹤0.01%
+16
338
$3K ﹤0.01%
+16
339
$3K ﹤0.01%
+20
340
$3K ﹤0.01%
+8
341
$3K ﹤0.01%
250
342
$2K ﹤0.01%
+4
343
$2K ﹤0.01%
+20
344
$2K ﹤0.01%
+56
345
$2K ﹤0.01%
+16
346
$2K ﹤0.01%
+24
347
$2K ﹤0.01%
+72
348
$2K ﹤0.01%
+24
349
$2K ﹤0.01%
+16
350
$2K ﹤0.01%
+24
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