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
$222M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$717K
3
+$519K
4
AAPL icon
Apple
AAPL
+$504K
5
PLBY icon
Playboy Inc
PLBY
+$485K

Top Sells

1
+$2.12M
2
+$1.95M
3
+$486K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$446K
5
PBR icon
Petrobras
PBR
+$378K

Sector Composition

1 Consumer Staples 16.3%
2 Technology 2.93%
3 Consumer Discretionary 2.44%
4 Healthcare 1.96%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.73%
15,896
+2
27
$1.54M 0.69%
70,756
-1,671
28
$1.53M 0.69%
24,475
29
$1.49M 0.67%
328,743
+7,500
30
$1.46M 0.66%
56,156
-10,060
31
$1.43M 0.65%
27,320
+217
32
$1.38M 0.62%
8,311
+1,982
33
$1.34M 0.6%
90,055
-6,690
34
$1.33M 0.6%
58,503
+1,989
35
$1.27M 0.57%
5,511
36
$1.18M 0.53%
4,861
+2,965
37
$1.14M 0.51%
5,802
+7
38
$1.12M 0.51%
41,332
-11,692
39
$1.06M 0.48%
26,710
-4,818
40
$1.05M 0.47%
17,149
-2,413
41
$1.04M 0.47%
9,965
+90
42
$1.04M 0.47%
13,398
+1,855
43
$1M 0.45%
22,838
-4,882
44
$956K 0.43%
8,834
+4,365
45
$948K 0.43%
26,691
46
$920K 0.41%
11,120
+5,292
47
$919K 0.41%
27,281
+1,987
48
$916K 0.41%
7,500
+1,140
49
$882K 0.4%
72,129
-30,930
50
$876K 0.39%
15,881
+1,175
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2
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