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
$162M
AUM Growth
-$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$744K
3
+$348K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$276K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$219K

Top Sells

1
+$1.74M
2
+$228K
3
+$132K
4
META icon
Meta Platforms (Facebook)
META
+$88K
5
OKE icon
Oneok
OKE
+$61.4K

Sector Composition

1 Consumer Staples 46.8%
2 Energy 2.27%
3 Financials 2.06%
4 Technology 1.43%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$106K 0.07%
4,366
77
$101K 0.06%
600
78
$100K 0.06%
3,105
+100
79
$97K 0.06%
1,880
-120
80
$92K 0.06%
500
81
$92K 0.06%
1,900
+1,350
82
$83K 0.05%
+5,500
83
$72K 0.04%
3,764
84
$69K 0.04%
1,080
85
$54K 0.03%
832
+25
86
$54K 0.03%
832
87
$51K 0.03%
11,840
+1,840
88
$43K 0.03%
715
89
$41K 0.03%
362
90
$36K 0.02%
300
91
$35K 0.02%
1,695
92
$32K 0.02%
760
93
$25K 0.02%
581
94
$23K 0.01%
2,822
95
$23K 0.01%
685
96
$21K 0.01%
500
97
$19K 0.01%
623
98
$18K 0.01%
210
-40
99
$15K 0.01%
900
100
$15K 0.01%
88
2 3
4
5 6