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
$162M
AUM Growth
-$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$744K
3
+$348K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$276K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$219K

Top Sells

1
+$1.74M
2
+$228K
3
+$132K
4
META icon
Meta Platforms (Facebook)
META
+$88K
5
OKE icon
Oneok
OKE
+$61.4K

Sector Composition

1 Consumer Staples 46.8%
2 Energy 2.27%
3 Financials 2.06%
4 Technology 1.43%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$381K 0.24%
23,322
+5,895
27
$380K 0.24%
2,423
+15
28
$377K 0.23%
2,941
+15
29
$353K 0.22%
2,193
+10
30
$337K 0.21%
13,760
+1,050
31
$325K 0.2%
2,527
+176
32
$317K 0.2%
14,445
+1,050
33
$316K 0.2%
6,610
+560
34
$308K 0.19%
24,704
+9,535
35
$304K 0.19%
21,497
+1,280
36
$303K 0.19%
30,594
+12,295
37
$285K 0.18%
1,379
+5
38
$276K 0.17%
+5,875
39
$263K 0.16%
15,013
+978
40
$259K 0.16%
1,178
+110
41
$255K 0.16%
17,930
42
$235K 0.15%
9,689
+4,325
43
$234K 0.14%
10,780
+1,260
44
$233K 0.14%
924
+7
45
$231K 0.14%
5,255
+483
46
$219K 0.14%
+1,400
47
$219K 0.14%
3,750
48
$216K 0.13%
6,160
49
$213K 0.13%
10,467
+94
50
$210K 0.13%
5,453
+3,569
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