CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$690K
3
+$525K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$503K
5
AAPL icon
Apple
AAPL
+$477K

Top Sells

1
+$2.05M
2
+$2.01M
3
+$445K
4
KHC icon
Kraft Heinz
KHC
+$354K
5
SFM icon
Sprouts Farmers Market
SFM
+$347K

Sector Composition

1 Consumer Staples 16.3%
2 Technology 2.93%
3 Consumer Discretionary 2.44%
4 Healthcare 1.96%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$853K 0.38%
46,760
+760
52
$843K 0.38%
22,017
-2
53
$817K 0.37%
24,563
-2,909
54
$800K 0.36%
14,518
+3,747
55
$781K 0.35%
2,246
+162
56
$765K 0.34%
20,536
+1,537
57
$753K 0.34%
38,520
+8,055
58
$752K 0.34%
24,728
-239
59
$745K 0.34%
18,169
+12
60
$726K 0.33%
29,225
-13,005
61
$717K 0.32%
3,068
62
$709K 0.32%
7,124
-85
63
$698K 0.31%
11,063
64
$600K 0.27%
30,422
-5,400
65
$594K 0.27%
28,727
66
$593K 0.27%
22,815
+1,861
67
$582K 0.26%
7,288
+833
68
$569K 0.26%
1,604
+3
69
$569K 0.26%
5,432
-860
70
$555K 0.25%
13,620
-8,419
71
$539K 0.24%
9,607
72
$538K 0.24%
9,222
+35
73
$529K 0.24%
6,701
+180
74
$506K 0.23%
9,400
-1,382
75
$485K 0.22%
+12,475
1 2
3
4 5