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
$190M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$730K
3
+$683K
4
GE icon
GE Aerospace
GE
+$577K
5
META icon
Meta Platforms (Facebook)
META
+$453K

Top Sells

1
+$1.02M
2
+$258K
3
+$106K
4
NPK icon
National Presto Industries
NPK
+$86K
5
LLY icon
Eli Lilly
LLY
+$75.1K

Sector Composition

1 Consumer Staples 45.54%
2 Healthcare 1.82%
3 Materials 1.82%
4 Technology 1.54%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$585K 0.31%
10,624
27
$579K 0.3%
17,827
+8,138
28
$511K 0.27%
46,099
+21,395
29
$508K 0.27%
21,150
30
$484K 0.25%
47,442
+13,350
31
$468K 0.25%
2,845
+2,751
32
$467K 0.25%
10,140
+4,885
33
$465K 0.24%
26,322
34
$408K 0.21%
8,552
+3,099
35
$397K 0.21%
2,874
-37
36
$391K 0.21%
32,397
+13,700
37
$388K 0.2%
9,045
+7,145
38
$365K 0.19%
14,145
-300
39
$362K 0.19%
+6,005
40
$355K 0.19%
1,998
-120
41
$345K 0.18%
6,460
-150
42
$336K 0.18%
+4,445
43
$328K 0.17%
10,872
44
$318K 0.17%
1,301
-77
45
$318K 0.17%
7,763
+108
46
$309K 0.16%
2,193
-215
47
$301K 0.16%
4,845
+4,755
48
$290K 0.15%
8,089
+3,396
49
$282K 0.15%
4,996
50
$245K 0.13%
15,013
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