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
$162M
AUM Growth
-$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$744K
3
+$348K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$276K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$219K

Top Sells

1
+$1.74M
2
+$228K
3
+$132K
4
META icon
Meta Platforms (Facebook)
META
+$88K
5
OKE icon
Oneok
OKE
+$61.4K

Sector Composition

1 Consumer Staples 46.8%
2 Energy 2.27%
3 Financials 2.06%
4 Technology 1.43%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.01%
182
+100
102
$12K 0.01%
86
103
$12K 0.01%
410
104
$12K 0.01%
360
+240
105
$12K 0.01%
800
106
$10K 0.01%
1,100
+800
107
$10K 0.01%
1,460
-100
108
$9K 0.01%
+300
109
$9K 0.01%
93
110
$9K 0.01%
190
+120
111
$8K ﹤0.01%
+300
112
$7K ﹤0.01%
432
113
$7K ﹤0.01%
550
+350
114
$6K ﹤0.01%
+110
115
$6K ﹤0.01%
354
116
$5K ﹤0.01%
250
+50
117
$5K ﹤0.01%
31
118
$4K ﹤0.01%
100
119
$3K ﹤0.01%
+100
120
$3K ﹤0.01%
+40
121
$3K ﹤0.01%
38
122
$3K ﹤0.01%
700
123
$3K ﹤0.01%
700
124
$2K ﹤0.01%
50
125
$2K ﹤0.01%
+105
2 3 4
5
6