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
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.97M
3
+$609K
4
MDLZ icon
Mondelez International
MDLZ
+$461K
5
AMGN icon
Amgen
AMGN
+$436K

Top Sells

1
+$2.95M
2
+$2.73M
3
+$453K
4
CVX icon
Chevron
CVX
+$296K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Consumer Staples 13.21%
2 Technology 3.28%
3 Consumer Discretionary 3.27%
4 Financials 2.36%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.82%
23,641
+23,055
27
$1.91M 0.77%
28,499
-12
28
$1.9M 0.77%
102,448
+18,639
29
$1.86M 0.75%
89,758
-297
30
$1.8M 0.73%
28,388
31
$1.6M 0.65%
15,896
32
$1.54M 0.62%
9,026
+671
33
$1.5M 0.61%
58,512
+1,440
34
$1.48M 0.6%
10,180
+2,680
35
$1.46M 0.59%
59,949
-2,445
36
$1.44M 0.58%
5,511
37
$1.43M 0.58%
27,729
+210
38
$1.28M 0.52%
16,645
+2,685
39
$1.27M 0.51%
5,802
40
$1.15M 0.46%
25,656
+1,068
41
$1.12M 0.45%
406,843
+52,818
42
$1.12M 0.45%
40,338
-880
43
$1.09M 0.44%
25,867
-751
44
$1.08M 0.44%
10,037
+1,025
45
$1.02M 0.41%
3,040
+613
46
$1.02M 0.41%
12,553
+1,349
47
$981K 0.4%
36,825
+14,549
48
$973K 0.39%
31,102
+3,147
49
$961K 0.39%
15,802
-1,353
50
$939K 0.38%
27,281
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