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
$190M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$730K
3
+$683K
4
GE icon
GE Aerospace
GE
+$577K
5
META icon
Meta Platforms (Facebook)
META
+$453K

Top Sells

1
+$1.02M
2
+$258K
3
+$106K
4
NPK icon
National Presto Industries
NPK
+$86K
5
LLY icon
Eli Lilly
LLY
+$75.1K

Sector Composition

1 Consumer Staples 45.54%
2 Healthcare 1.82%
3 Materials 1.82%
4 Technology 1.54%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$112K 0.06%
1,880
-380
77
$109K 0.06%
2,850
-2,762
78
$105K 0.06%
4,366
79
$102K 0.05%
1,088
80
$101K 0.05%
613
81
$87K 0.05%
3,195
82
$77K 0.04%
1,080
83
$70K 0.04%
3,764
84
$62K 0.03%
1,167
-980
85
$59K 0.03%
2,479
86
$58K 0.03%
+700
87
$57K 0.03%
933
88
$50K 0.03%
1,750
-870
89
$45K 0.02%
300
-117
90
$45K 0.02%
715
91
$44K 0.02%
362
92
$39K 0.02%
1,695
93
$39K 0.02%
1,570
-370
94
$38K 0.02%
2,180
-1,080
95
$34K 0.02%
340
96
$30K 0.02%
+1,100
97
$30K 0.02%
+1,119
98
$30K 0.02%
450
-220
99
$29K 0.02%
+279
100
$29K 0.02%
1,657
2 3
4
5 6