CWM
Cedar Wealth Management Portfolio holdings
AUM $281M
AUM
$281M
AUM Growth
+$4.54M (+2%)
Cap. Flow
+$8.48M
Cap. Flow % of AUM
3.02%
Top 10 Holdings %Top 10 Hldgs %
75.82%
Holding
205
New
12
Increased
19
Reduced
22
Closed
10
Top Buys
| 1 | $2.36M | |
| 2 | $2.11M | |
| 3 | $1.48M | |
| 4 | $1.2M | |
| 5 | $1.01M |
Top Sells
| 1 | $1.16M | |
| 2 | $1.09M | |
| 3 | $660K | |
| 4 | $448K | |
| 5 | $358K |
Sector Composition
| 1 | Consumer Staples | 11.11% |
| 2 | Technology | 2.7% |
| 3 | Consumer Discretionary | 2.05% |
| 4 | Materials | 1.35% |
| 5 | Communication Services | 1.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $80.9K | 0.03% | 1,610 | – | – | |||
| $80.6K | 0.03% | 1,780 | – | – | |||
| $72.2K | 0.03% | 250 | – | – | |||
| $68.7K | 0.02% | 37,935 | – | – | |||
| $68.3K | 0.02% | 326 | – | – | |||
| $64.6K | 0.02% | 2,081 | – | – | |||
| $59.5K | 0.02% | 678 | – | – | |||
| $56.4K | 0.02% | 801 | – | – | |||
| $54K | 0.02% | 1,300 | – | – | |||
| $52.1K | 0.02% | 445 -42 | -9% | -$4.91K | |||
| $51.7K | 0.02% | 357 | – | – | |||
| $51K | 0.02% | 167 | – | – | |||
| $50.8K | 0.02% | 187 | – | – | |||
| $50.2K | 0.02% | 187 | – | – | |||
| $49.7K | 0.02% | 4,429 | – | – | |||
| $47.6K | 0.02% | 500 | – | – | |||
| $46.8K | 0.02% | 456 | – | – | |||
| $44.7K | 0.02% | 509 | – | – | |||
| $39.8K | 0.01% | 42 | – | – | |||
| $39.2K | 0.01% | 534 | – | – | |||
| $35.9K | 0.01% | 208 | – | – | |||
| $34.2K | 0.01% | 470 | – | – | |||
| $32.5K | 0.01% | 590 | – | – | |||
| $31K | 0.01% | 674 | – | – | |||
| $30.4K | 0.01% | 628 | – | – |
