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
351
$2K ﹤0.01%
+28
352
$2K ﹤0.01%
+16
353
$2K ﹤0.01%
+8
354
$2K ﹤0.01%
39
355
$2K ﹤0.01%
+40
356
$1K ﹤0.01%
+8
357
$1K ﹤0.01%
+16
358
$1K ﹤0.01%
183
359
$1K ﹤0.01%
100
360
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+8
361
$1K ﹤0.01%
4
-2
362
$1K ﹤0.01%
8
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363
$1K ﹤0.01%
280
364
– –
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365
– –
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366
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367
$0 ﹤0.01%
2
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368
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369
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370
$0 ﹤0.01%
2
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371
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8
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372
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373
$0 ﹤0.01%
1
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$0 ﹤0.01%
+16
375
– –
-128
12 13 14
15
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