CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$739K
3
+$705K
4
GE icon
GE Aerospace
GE
+$658K
5
META icon
Meta Platforms (Facebook)
META
+$498K

Top Sells

1
+$1M
2
+$248K
3
+$108K
4
NPK icon
National Presto Industries
NPK
+$84.4K
5
LLY icon
Eli Lilly
LLY
+$70K

Sector Composition

1 Consumer Staples 45.54%
2 Healthcare 1.82%
3 Materials 1.82%
4 Technology 1.54%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29K 0.02%
685
102
$29K 0.02%
+716
103
$28K 0.01%
516
104
$27K 0.01%
1,530
-560
105
$27K 0.01%
560
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106
$25K 0.01%
760
107
$25K 0.01%
+229
108
$24K 0.01%
515
-66
109
$20K 0.01%
300
-144
110
$19K 0.01%
+1,154
111
$19K 0.01%
870
-420
112
$18K 0.01%
86
113
$18K 0.01%
623
114
$18K 0.01%
520
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115
$18K 0.01%
88
116
$17K 0.01%
910
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117
$16K 0.01%
410
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118
$16K 0.01%
900
119
$15K 0.01%
2,822
120
$15K 0.01%
177
121
$14K 0.01%
+420
122
$13K 0.01%
800
123
$13K 0.01%
523
124
$12K 0.01%
300
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125
$11K 0.01%
300
3 4
5
6 7