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
$247M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$3.91M
3
+$2.55M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.15M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$930K

Top Sells

1
+$1.14M
2
+$999K
3
+$987K
4
XOM icon
Exxon Mobil
XOM
+$915K
5
AAPL icon
Apple
AAPL
+$851K

Sector Composition

1 Consumer Staples 13.15%
2 Consumer Discretionary 3.73%
3 Technology 2.59%
4 Financials 2.41%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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377
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378
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379
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380
$0 ﹤0.01%
2
381
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-242
382
$0 ﹤0.01%
8
383
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-11,335
384
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385
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-282
386
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-7,990
387
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-1
388
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389
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-477
390
$0 ﹤0.01%
16
391
– –
-24,519
12 13 14 15
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