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
$139M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$740K
2
+$363K
3
+$148K
4
RIG icon
Transocean
RIG
+$123K
5
APA icon
APA Corp
APA
+$87.3K

Top Sells

1
+$10.1M
2
+$5.96M
3
+$5.25M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.19M
5
PCG icon
PG&E
PCG
+$467K

Sector Composition

1 Consumer Staples 39.57%
2 Materials 2.35%
3 Healthcare 2.26%
4 Financials 1.69%
5 Technology 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$195K 0.14%
14,753
-260
52
$195K 0.14%
49,260
53
$194K 0.14%
5,820
54
$189K 0.14%
4,796
-200
55
$166K 0.12%
1,810
-57
56
$165K 0.12%
2,556
57
$164K 0.12%
1,840
58
$164K 0.12%
14,270
59
$164K 0.12%
2,201
60
$163K 0.12%
1,395
-20
61
$155K 0.11%
2,753
-3,707
62
$154K 0.11%
3,544
-70
63
$149K 0.11%
889
-15
64
$147K 0.11%
3,180
-65
65
$141K 0.1%
3,000
66
$141K 0.1%
3,097
-50
67
$132K 0.09%
27,385
68
$129K 0.09%
5,830
69
$121K 0.09%
905
70
$119K 0.09%
2,280
-40
71
$118K 0.08%
2,274
-30
72
$114K 0.08%
600
73
$111K 0.08%
7,144
74
$107K 0.08%
2,320
+625
75
$104K 0.07%
4,366
1 2
3
4 5