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
376
-309