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
$190M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$730K
3
+$683K
4
GE icon
GE Aerospace
GE
+$577K
5
META icon
Meta Platforms (Facebook)
META
+$453K

Top Sells

1
+$1.02M
2
+$258K
3
+$106K
4
NPK icon
National Presto Industries
NPK
+$86K
5
LLY icon
Eli Lilly
LLY
+$75.1K

Sector Composition

1 Consumer Staples 45.54%
2 Healthcare 1.82%
3 Materials 1.82%
4 Technology 1.54%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$242K 0.13%
+14,270
52
$222K 0.12%
4,535
+4,345
53
$218K 0.11%
1,019
-1,207
54
$203K 0.11%
904
-40
55
$197K 0.1%
3,614
56
$193K 0.1%
+27,385
57
$189K 0.1%
5,820
+5,460
58
$186K 0.1%
3,525
59
$184K 0.1%
1,840
60
$183K 0.1%
49,260
+37,420
61
$183K 0.1%
1,415
-665
62
$180K 0.09%
1,867
-519
63
$178K 0.09%
2,201
-269
64
$171K 0.09%
3,245
-8
65
$165K 0.09%
2,304
-328
66
$158K 0.08%
3,147
-85
67
$155K 0.08%
3,000
68
$153K 0.08%
905
69
$150K 0.08%
21,134
-120
70
$145K 0.08%
2,556
71
$140K 0.07%
2,320
-200
72
$140K 0.07%
7,144
-3,078
73
$130K 0.07%
1,695
+1,095
74
$125K 0.07%
600
75
$114K 0.06%
5,830
+5,730
1 2
3
4 5