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
$201M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$1.14M
3
+$953K
4
PBR icon
Petrobras
PBR
+$874K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$723K

Top Sells

1
+$8.08M
2
+$4.14M
3
+$1.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
RIG icon
Transocean
RIG
+$1.02M

Sector Composition

1 Consumer Staples 19.58%
2 Consumer Discretionary 2.2%
3 Technology 2.15%
4 Healthcare 2.08%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.76%
6,458
+315
27
$1.43M 0.71%
24,475
28
$1.4M 0.7%
27,103
+276
29
$1.34M 0.67%
53,024
-2,644
30
$1.33M 0.66%
10,904
+7,800
31
$1.23M 0.61%
56,514
+2,415
32
$1.2M 0.6%
19,562
+11,752
33
$1.2M 0.59%
31,528
-2,404
34
$1.19M 0.59%
96,745
-55,185
35
$1.17M 0.58%
27,720
-3,169
36
$1.14M 0.57%
+5,511
37
$1.14M 0.57%
321,243
-288,757
38
$1.12M 0.56%
42,230
-6,765
39
$1.04M 0.52%
5,795
40
$1.03M 0.52%
9,875
-524
41
$1.01M 0.5%
6,329
-1,139
42
$918K 0.46%
26,691
-32
43
$882K 0.44%
27,472
+151
44
$882K 0.44%
22,039
-2,992
45
$874K 0.43%
+103,059
46
$849K 0.42%
11,543
+4,799
47
$825K 0.41%
7,209
+593
48
$797K 0.4%
22,019
+147
49
$791K 0.39%
25,294
+155
50
$784K 0.39%
14,706
+1,891
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