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
$201M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$8.47M
2 +$1.14M
3 +$953K
4
PBR icon
Petrobras
PBR
+$874K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$723K

Top Sells

1 +$8.08M
2 +$4.14M
3 +$1.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
RIG icon
Transocean
RIG
+$1.02M

Sector Composition

1 Consumer Staples 19.58%
2 Consumer Discretionary 2.2%
3 Technology 2.15%
4 Healthcare 2.08%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$450K 0.22%
14,228
-3,867
77
$447K 0.22%
2,392
-380
78
$441K 0.22%
50,792
+48,192
79
$435K 0.22%
+1,896
80
$406K 0.2%
+4,200
81
$396K 0.2%
5,189
+17
82
$381K 0.19%
+35,304
83
$375K 0.19%
945
-361
84
$356K 0.18%
991
-458
85
$335K 0.17%
5,225
-1,000
86
$309K 0.15%
1,270
+174
87
$300K 0.15%
4,390
88
$279K 0.14%
2,556
89
$278K 0.14%
1,691
+1
90
$273K 0.14%
686
91
$265K 0.13%
4,024
92
$262K 0.13%
7,229
-1,601
93
$250K 0.12%
+977
94
$236K 0.12%
2,072
95
$226K 0.11%
4,380
-9,511
96
$223K 0.11%
3,538
97
$222K 0.11%
980
+357
98
$210K 0.1%
2,766
99
$201K 0.1%
+5,800
100
$200K 0.1%
4,927
+3