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
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.97M
3
+$609K
4
MDLZ icon
Mondelez International
MDLZ
+$461K
5
AMGN icon
Amgen
AMGN
+$436K

Top Sells

1
+$2.95M
2
+$2.73M
3
+$453K
4
CVX icon
Chevron
CVX
+$296K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Consumer Staples 13.21%
2 Technology 3.28%
3 Consumer Discretionary 3.27%
4 Financials 2.36%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$556K 0.22%
9,400
77
$546K 0.22%
2,144
+947
78
$542K 0.22%
1,812
+87
79
$537K 0.22%
27,612
-2,646
80
$486K 0.2%
22,230
+1,802
81
$485K 0.2%
7,780
+4,372
82
$483K 0.2%
8,959
-34
83
$480K 0.19%
8,146
+1,294
84
$447K 0.18%
1,988
+1,939
85
$437K 0.18%
920
-15
86
$436K 0.18%
63,567
+3,097
87
$426K 0.17%
45,563
+1,989
88
$416K 0.17%
6,703
+2,581
89
$412K 0.17%
11,335
+1,345
90
$399K 0.16%
+744
91
$396K 0.16%
1,297
92
$395K 0.16%
5,519
+170
93
$387K 0.16%
24,519
+12,886
94
$381K 0.15%
12,110
+2,122
95
$381K 0.15%
9,764
+8,753
96
$370K 0.15%
6,675
+3,050
97
$368K 0.15%
2,140
98
$350K 0.14%
1,379
+395
99
$349K 0.14%
4,390
100
$338K 0.14%
1,974
+248
2 3
4
5 6