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
$139M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$740K
2
+$363K
3
+$148K
4
RIG icon
Transocean
RIG
+$123K
5
APA icon
APA Corp
APA
+$87.3K

Top Sells

1
+$10.1M
2
+$5.96M
3
+$5.25M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.19M
5
PCG icon
PG&E
PCG
+$467K

Sector Composition

1 Consumer Staples 39.57%
2 Materials 2.35%
3 Healthcare 2.26%
4 Financials 1.69%
5 Technology 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$496K 0.36%
71,494
+17,790
27
$487K 0.35%
1,948
-224
28
$483K 0.35%
30,822
+4,500
29
$462K 0.33%
10,724
+100
30
$445K 0.32%
21,150
31
$367K 0.26%
2,844
-30
32
$367K 0.26%
2,797
-48
33
$365K 0.26%
10,522
-350
34
$363K 0.26%
+2,350
35
$353K 0.25%
9,045
36
$334K 0.24%
4,445
37
$312K 0.22%
11,872
+3,320
38
$312K 0.22%
1,988
-10
39
$304K 0.22%
6,005
40
$300K 0.22%
7,881
+118
41
$289K 0.21%
1,291
-10
42
$276K 0.2%
2,178
-15
43
$266K 0.19%
5,025
+1,500
44
$253K 0.18%
19,447
-12,950
45
$250K 0.18%
4,800
-45
46
$248K 0.18%
6,847
-4,914
47
$241K 0.17%
11,765
-2,380
48
$218K 0.16%
4,535
49
$208K 0.15%
7,997
-92
50
$206K 0.15%
1,009
-10
1
2
3 4 5