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
$168M
AUM Growth
-$682K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$758K
3
+$722K
4
PCG icon
PG&E
PCG
+$214K
5
PAGP icon
Plains GP Holdings
PAGP
+$209K

Top Sells

1
+$3.19M
2
+$2.19M
3
+$1.58M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$726K
5
CVX icon
Chevron
CVX
+$631K

Sector Composition

1 Consumer Staples 49.32%
2 Energy 2.25%
3 Financials 2.06%
4 Healthcare 1.34%
5 Technology 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.12%
14,035
+345
52
$197K 0.12%
3,253
+25
53
$195K 0.12%
2,369
+17
54
$195K 0.12%
5,490
55
$195K 0.12%
18,299
+7,619
56
$189K 0.11%
2,534
-7
57
$187K 0.11%
4,830
58
$182K 0.11%
1,526
-719
59
$181K 0.11%
4,288
60
$181K 0.11%
2,480
61
$167K 0.1%
3,332
-343
62
$155K 0.09%
3,360
-20
63
$152K 0.09%
5,110
-120
64
$152K 0.09%
+2,860
65
$147K 0.09%
2,556
66
$144K 0.09%
3,389
+319
67
$143K 0.09%
9,320
68
$138K 0.08%
5,364
+3,554
69
$134K 0.08%
2,252
-2,541
70
$132K 0.08%
3,540
71
$127K 0.08%
3,005
72
$123K 0.07%
2,340
+20
73
$122K 0.07%
600
74
$106K 0.06%
4,366
-400
75
$105K 0.06%
2,000
1 2
3
4 5