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
$145M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$2.43M
3
+$949K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$470K
5
MSFT icon
Microsoft
MSFT
+$389K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 66.47%
2 Financials 1.4%
3 Healthcare 0.97%
4 Industrials 0.91%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$93K 0.06%
+3,173
52
$86K 0.06%
+6,960
53
$85K 0.06%
+2,210
54
$79K 0.05%
+2,150
55
$78K 0.05%
1,099
56
$75K 0.05%
+1,950
57
$72K 0.05%
+7,662
58
$69K 0.05%
1,663
+1,653
59
$65K 0.04%
+4,064
60
$61K 0.04%
832
61
$58K 0.04%
+1,520
62
$55K 0.04%
+1,480
63
$55K 0.04%
+1,080
64
$49K 0.03%
1,425
65
$47K 0.03%
+957
66
$44K 0.03%
+715
67
$41K 0.03%
542
+300
68
$37K 0.03%
+591
69
$36K 0.02%
+571
70
$31K 0.02%
+490
71
$31K 0.02%
1,695
72
$30K 0.02%
+450
73
$27K 0.02%
+300
74
$24K 0.02%
862
+685
75
$22K 0.02%
+290
1 2
3
4 5