CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$2.43M
3
+$949K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$470K
5
MSFT icon
Microsoft
MSFT
+$389K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 66.47%
2 Financials 1.4%
3 Healthcare 0.97%
4 Industrials 0.91%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$190K 0.13%
+1,855
27
$188K 0.13%
2,254
28
$181K 0.12%
3,344
+3,338
29
$180K 0.12%
+1,680
30
$178K 0.12%
+30,457
31
$171K 0.12%
+3,166
32
$161K 0.11%
+11,871
33
$153K 0.11%
2,556
34
$153K 0.11%
+9,455
35
$149K 0.1%
+3,118
36
$147K 0.1%
+1,035
37
$144K 0.1%
+1,403
38
$140K 0.1%
+3,433
39
$131K 0.09%
+2,047
40
$131K 0.09%
+1,115
41
$129K 0.09%
+3,139
42
$129K 0.09%
+1,545
43
$126K 0.09%
+3,540
44
$123K 0.08%
+11,975
45
$108K 0.07%
+7,485
46
$108K 0.07%
4,366
47
$107K 0.07%
2,217
+1,985
48
$104K 0.07%
+662
49
$97K 0.07%
+4,729
50
$96K 0.07%
+2,059
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