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
$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
351
$2K ﹤0.01%
+20
352
$2K ﹤0.01%
+4
353
$2K ﹤0.01%
+40
354
$2K ﹤0.01%
39
355
$2K ﹤0.01%
+8
356
$1K ﹤0.01%
+8
357
$1K ﹤0.01%
100
358
$1K ﹤0.01%
183
359
$1K ﹤0.01%
+16
360
$1K ﹤0.01%
+8
361
$1K ﹤0.01%
280
362
$1K ﹤0.01%
8
-187
363
$1K ﹤0.01%
4
-2
364
– –
-309
365
– –
-128
366
$0 ﹤0.01%
+16
367
$0 ﹤0.01%
1
368
– –
-73
369
$0 ﹤0.01%
8
+4
370
$0 ﹤0.01%
2
-6
371
– –
-1,370
372
– –
-21
373
$0 ﹤0.01%
2
-2
374
– –
-7
375
– –
-9
12 13 14
15
16