CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$3.87M
3
+$2.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.06M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$904K

Top Sells

1
+$1.12M
2
+$976K
3
+$969K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$941K
5
AAPL icon
Apple
AAPL
+$883K

Sector Composition

1 Consumer Staples 13.15%
2 Consumer Discretionary 3.73%
3 Technology 2.59%
4 Financials 2.41%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$496K 0.2%
6,247
-456
77
$491K 0.2%
1,391
-421
78
$443K 0.18%
+8,629
79
$442K 0.18%
1,858
-286
80
$437K 0.18%
20,089
+18,289
81
$435K 0.18%
3,995
+1,662
82
$411K 0.17%
+2,221
83
$411K 0.17%
5,519
84
$409K 0.17%
10,664
+900
85
$404K 0.16%
895
-25
86
$403K 0.16%
2,473
-5,286
87
$372K 0.15%
17,856
+17,717
88
$363K 0.15%
+4,681
89
$360K 0.15%
1,297
90
$360K 0.15%
6,934
-2,025
91
$355K 0.14%
8,367
+7,995
92
$349K 0.14%
2,151
+11
93
$328K 0.13%
18,134
94
$323K 0.13%
1,410
-818
95
$306K 0.12%
1,894
96
$303K 0.12%
4,390
97
$303K 0.12%
+13,850
98
$298K 0.12%
4,300
99
$296K 0.12%
1,396
+17
100
$292K 0.12%
896
+152
2 3
4
5 6