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
$139M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$740K
2
+$363K
3
+$148K
4
RIG icon
Transocean
RIG
+$123K
5
APA icon
APA Corp
APA
+$87.3K

Top Sells

1
+$10.1M
2
+$5.96M
3
+$5.25M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.19M
5
PCG icon
PG&E
PCG
+$467K

Sector Composition

1 Consumer Staples 39.57%
2 Materials 2.35%
3 Healthcare 2.26%
4 Financials 1.69%
5 Technology 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$101K 0.07%
2,850
77
$97K 0.07%
1,880
78
$84K 0.06%
613
79
$78K 0.06%
1,080
80
$57K 0.04%
3,764
81
$52K 0.04%
817
+102
82
$48K 0.03%
2,479
83
$46K 0.03%
+1,000
84
$46K 0.03%
+1,440
85
$45K 0.03%
1,139
-28
86
$45K 0.03%
2,845
-350
87
$44K 0.03%
+1,950
88
$43K 0.03%
1,750
89
$41K 0.03%
1,330
+910
90
$40K 0.03%
+1,000
91
$40K 0.03%
300
92
$39K 0.03%
362
93
$38K 0.03%
2,874
+694
94
$38K 0.03%
619
+103
95
$37K 0.03%
400
-300
96
$33K 0.02%
2,857
+1,200
97
$32K 0.02%
1,570
98
$32K 0.02%
1,300
+200
99
$31K 0.02%
1,695
100
$30K 0.02%
279
2 3
4
5 6