CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$3.87M
3
+$2.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.06M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$904K

Top Sells

1
+$1.12M
2
+$976K
3
+$969K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$941K
5
AAPL icon
Apple
AAPL
+$883K

Sector Composition

1 Consumer Staples 13.15%
2 Consumer Discretionary 3.73%
3 Technology 2.59%
4 Financials 2.41%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.82%
32,731
+4,232
27
$1.8M 0.73%
100,713
-1,735
28
$1.66M 0.67%
11,960
+1,780
29
$1.55M 0.63%
91,666
+1,908
30
$1.55M 0.63%
15,896
31
$1.53M 0.62%
48,930
+21,649
32
$1.5M 0.61%
329,327
-77,516
33
$1.47M 0.59%
28,662
+933
34
$1.46M 0.59%
8,386
-5,059
35
$1.4M 0.57%
71,871
-40,953
36
$1.3M 0.53%
22,036
-12,633
37
$1.3M 0.52%
5,511
38
$1.23M 0.5%
43,740
+12,638
39
$1.21M 0.49%
5,816
+14
40
$1.1M 0.45%
44,977
+1,233
41
$1.03M 0.42%
22,017
42
$986K 0.4%
41,634
-16,878
43
$980K 0.4%
41,166
-18,783
44
$923K 0.37%
22,962
+2,426
45
$922K 0.37%
20,417
+3,336
46
$862K 0.35%
10,510
-6,135
47
$848K 0.34%
45,360
-400
48
$841K 0.34%
27,706
+15,596
49
$828K 0.33%
30,980
-9,358
50
$815K 0.33%
16,008
+15,006
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