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
$168M
AUM Growth
-$682K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$758K
3
+$722K
4
PCG icon
PG&E
PCG
+$214K
5
PAGP icon
Plains GP Holdings
PAGP
+$209K

Top Sells

1
+$3.19M
2
+$2.19M
3
+$1.58M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$726K
5
CVX icon
Chevron
CVX
+$631K

Sector Composition

1 Consumer Staples 49.32%
2 Energy 2.25%
3 Financials 2.06%
4 Healthcare 1.34%
5 Technology 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$362K 0.22%
28,352
-3,418
27
$361K 0.22%
13,168
+4,148
28
$338K 0.2%
5,619
-1,305
29
$338K 0.2%
2,183
-52
30
$337K 0.2%
12,710
+280
31
$320K 0.19%
6,050
+219
32
$309K 0.18%
17,930
33
$297K 0.18%
17,427
34
$281K 0.17%
13,395
+290
35
$274K 0.16%
21,935
+4,470
36
$266K 0.16%
3,750
37
$261K 0.16%
1,374
-2
38
$246K 0.15%
10,373
-642
39
$240K 0.14%
1,068
40
$234K 0.14%
917
+6
41
$224K 0.13%
6,160
42
$219K 0.13%
15,169
+929
43
$214K 0.13%
+4,772
44
$213K 0.13%
2,140
-120
45
$211K 0.13%
4,260
46
$209K 0.12%
+9,520
47
$208K 0.12%
20,217
+900
48
$205K 0.12%
3,843
49
$205K 0.12%
17,714
+2,260
50
$205K 0.12%
4,313
+717
1
2
3 4 5