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
$145M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$2.43M
3
+$949K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$470K
5
MSFT icon
Microsoft
MSFT
+$389K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 66.47%
2 Financials 1.4%
3 Healthcare 0.97%
4 Industrials 0.91%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21K 0.01%
+605
77
$20K 0.01%
+409
78
$20K 0.01%
+430
79
$20K 0.01%
+270
80
$19K 0.01%
+1,130
81
$17K 0.01%
+600
82
$16K 0.01%
166
+83
83
$15K 0.01%
+1,200
84
$14K 0.01%
+760
85
$14K 0.01%
+330
86
$13K 0.01%
311
87
$12K 0.01%
398
88
$12K 0.01%
+300
89
$12K 0.01%
+210
90
$10K 0.01%
+175
91
$10K 0.01%
88
92
$7K ﹤0.01%
+120
93
$7K ﹤0.01%
+100
94
$7K ﹤0.01%
238
95
$7K ﹤0.01%
+2,280
96
$6K ﹤0.01%
117
97
$6K ﹤0.01%
+130
98
$5K ﹤0.01%
+120
99
$5K ﹤0.01%
+400
100
$5K ﹤0.01%
58
1 2 3
4
5