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
$168M
AUM Growth
-$682K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$758K
3
+$722K
4
PCG icon
PG&E
PCG
+$214K
5
PAGP icon
Plains GP Holdings
PAGP
+$209K

Top Sells

1
+$3.19M
2
+$2.19M
3
+$1.58M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$726K
5
CVX icon
Chevron
CVX
+$631K

Sector Composition

1 Consumer Staples 49.32%
2 Energy 2.25%
3 Financials 2.06%
4 Healthcare 1.34%
5 Technology 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$103K 0.06%
8,434
+889
77
$100K 0.06%
1,221
+3
78
$88K 0.05%
500
79
$86K 0.05%
500
80
$80K 0.05%
1,884
-106
81
$79K 0.05%
1,500
82
$77K 0.05%
3,764
-100
83
$70K 0.04%
1,080
84
$67K 0.04%
807
-1,779
85
$56K 0.03%
832
86
$48K 0.03%
715
87
$45K 0.03%
362
-5,073
88
$39K 0.02%
+10,000
89
$36K 0.02%
1,695
90
$35K 0.02%
760
91
$34K 0.02%
300
92
$27K 0.02%
581
93
$27K 0.02%
+1,000
94
$26K 0.02%
+550
95
$24K 0.01%
685
96
$22K 0.01%
250
-40
97
$21K 0.01%
2,822
98
$20K 0.01%
+500
99
$18K 0.01%
623
100
$16K 0.01%
900
2 3
4
5 6