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
$162M
AUM Growth
-$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$744K
3
+$348K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$276K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$219K

Top Sells

1
+$1.74M
2
+$228K
3
+$132K
4
META icon
Meta Platforms (Facebook)
META
+$88K
5
OKE icon
Oneok
OKE
+$61.4K

Sector Composition

1 Consumer Staples 46.8%
2 Energy 2.27%
3 Financials 2.06%
4 Technology 1.43%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.13%
2,386
+17
52
$201K 0.12%
2,140
53
$194K 0.12%
5,860
+370
54
$183K 0.11%
21,254
+3,540
55
$182K 0.11%
1,526
56
$180K 0.11%
4,288
57
$178K 0.11%
3,525
+2,025
58
$175K 0.11%
+3,000
59
$173K 0.11%
3,850
+490
60
$172K 0.11%
3,283
+30
61
$171K 0.11%
2,528
-6
62
$171K 0.11%
4,693
+380
63
$167K 0.1%
3,362
+30
64
$166K 0.1%
4,830
65
$159K 0.1%
4,260
66
$157K 0.1%
2,763
-1,080
67
$148K 0.09%
2,556
68
$146K 0.09%
2,480
69
$136K 0.08%
3,614
+225
70
$131K 0.08%
6,230
+1,120
71
$127K 0.08%
9,320
72
$123K 0.08%
2,265
+13
73
$121K 0.07%
3,490
+630
74
$120K 0.07%
2,320
-20
75
$109K 0.07%
1,258
+37
1 2
3
4 5