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
$222M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$717K
3
+$519K
4
AAPL icon
Apple
AAPL
+$504K
5
PLBY icon
Playboy Inc
PLBY
+$485K

Top Sells

1
+$2.12M
2
+$1.95M
3
+$486K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$446K
5
PBR icon
Petrobras
PBR
+$378K

Sector Composition

1 Consumer Staples 16.3%
2 Technology 2.93%
3 Consumer Discretionary 2.44%
4 Healthcare 1.96%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.2%
1,485
-117
77
$451K 0.2%
1,622
+645
78
$434K 0.2%
1,890
-502
79
$411K 0.19%
51,292
+500
80
$405K 0.18%
945
81
$403K 0.18%
9,693
+180
82
$359K 0.16%
36,104
+800
83
$352K 0.16%
1,297
+27
84
$343K 0.15%
4,390
85
$338K 0.15%
5,349
+124
86
$331K 0.15%
+2,140
87
$311K 0.14%
897
+361
88
$305K 0.14%
9,774
+5,908
89
$302K 0.14%
4,356
+332
90
$300K 0.14%
786
-205
91
$292K 0.13%
1,232
+445
92
$286K 0.13%
2,556
93
$284K 0.13%
1,726
+35
94
$278K 0.13%
647
-39
95
$276K 0.12%
+3,534
96
$273K 0.12%
1,510
-2,690
97
$261K 0.12%
4,122
-4,096
98
$244K 0.11%
1,076
+96
99
$242K 0.11%
2,072
100
$236K 0.11%
967
+475
2 3
4
5 6