CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$3.87M
3
+$2.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.06M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$904K

Top Sells

1
+$1.12M
2
+$976K
3
+$969K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$941K
5
AAPL icon
Apple
AAPL
+$883K

Sector Composition

1 Consumer Staples 13.15%
2 Consumer Discretionary 3.73%
3 Technology 2.59%
4 Financials 2.41%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$791K 0.32%
18,804
-6,852
52
$771K 0.31%
+23,506
53
$700K 0.28%
21,598
-3,836
54
$698K 0.28%
+18,155
55
$698K 0.28%
3,147
-1,040
56
$690K 0.28%
37,571
-7,185
57
$674K 0.27%
1,860
+256
58
$669K 0.27%
16,029
-9,838
59
$665K 0.27%
16,307
+8,161
60
$663K 0.27%
44,340
+5,095
61
$630K 0.25%
23,833
+1,018
62
$611K 0.25%
5,443
+11
63
$606K 0.25%
2,725
-315
64
$603K 0.24%
12,581
-5,627
65
$602K 0.24%
18,670
-5,707
66
$596K 0.24%
9,570
+5,505
67
$588K 0.24%
2,052
-80
68
$577K 0.23%
9,666
-18,722
69
$571K 0.23%
9,636
+29
70
$555K 0.22%
25,365
+3,135
71
$550K 0.22%
7,200
+525
72
$533K 0.22%
2,205
+217
73
$532K 0.22%
9,412
+12
74
$508K 0.21%
38,829
+2,004
75
$501K 0.2%
8,448
-7,354
1 2
3
4 5