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
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.97M
3
+$609K
4
MDLZ icon
Mondelez International
MDLZ
+$461K
5
AMGN icon
Amgen
AMGN
+$436K

Top Sells

1
+$2.95M
2
+$2.73M
3
+$453K
4
CVX icon
Chevron
CVX
+$296K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Consumer Staples 13.21%
2 Technology 3.28%
3 Consumer Discretionary 3.27%
4 Financials 2.36%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$937K 0.38%
45,760
-1,000
52
$911K 0.37%
7,759
-2,522
53
$907K 0.37%
4,187
+951
54
$883K 0.36%
25,434
+162
55
$869K 0.35%
22,017
56
$869K 0.35%
44,756
+5,016
57
$844K 0.34%
15,485
+1,028
58
$843K 0.34%
18,208
-514
59
$834K 0.34%
17,081
+400
60
$831K 0.34%
43,744
+9,326
61
$808K 0.33%
13,205
+1,471
62
$799K 0.32%
26,906
-2,319
63
$792K 0.32%
24,377
+178
64
$789K 0.32%
20,536
65
$755K 0.3%
2,228
-274
66
$733K 0.3%
6,270
+135
67
$728K 0.29%
5,178
-3,220
68
$698K 0.28%
8,992
+904
69
$685K 0.28%
19,075
+5,004
70
$638K 0.26%
1,604
71
$609K 0.25%
5,432
72
$589K 0.24%
2,132
+242
73
$589K 0.24%
9,607
74
$566K 0.23%
22,815
75
$559K 0.23%
39,245
+14,245
1 2
3
4 5