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
$201M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$1.14M
3
+$953K
4
PBR icon
Petrobras
PBR
+$874K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$723K

Top Sells

1
+$8.08M
2
+$4.14M
3
+$1.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
RIG icon
Transocean
RIG
+$1.02M

Sector Composition

1 Consumer Staples 19.58%
2 Consumer Discretionary 2.2%
3 Technology 2.15%
4 Healthcare 2.08%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$753K 0.37%
18,157
+1,060
52
$746K 0.37%
46,000
53
$686K 0.34%
24,967
+598
54
$674K 0.34%
35,822
-1,200
55
$656K 0.33%
6,360
+1,180
56
$650K 0.32%
3,068
57
$647K 0.32%
18,999
58
$636K 0.32%
6,292
+11
59
$618K 0.31%
11,063
60
$614K 0.31%
2,084
+954
61
$591K 0.29%
10,771
+1,250
62
$589K 0.29%
30,465
+5,208
63
$569K 0.28%
28,727
-495
64
$551K 0.27%
10,782
-1,068
65
$519K 0.26%
20,954
66
$512K 0.25%
9,607
+36
67
$512K 0.25%
9,187
-3
68
$511K 0.25%
1,601
-2,666
69
$500K 0.25%
6,455
+1,070
70
$495K 0.25%
8,218
+200
71
$495K 0.25%
1,602
+52
72
$485K 0.24%
4,469
+1,558
73
$483K 0.24%
6,521
+430
74
$483K 0.24%
9,513
-887
75
$481K 0.24%
5,828
+2,040
1 2
3
4 5