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
$139M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$740K
2
+$363K
3
+$148K
4
RIG icon
Transocean
RIG
+$123K
5
APA icon
APA Corp
APA
+$87.3K

Top Sells

1
+$10.1M
2
+$5.96M
3
+$5.25M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.19M
5
PCG icon
PG&E
PCG
+$467K

Sector Composition

1 Consumer Staples 39.57%
2 Materials 2.35%
3 Healthcare 2.26%
4 Financials 1.69%
5 Technology 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.02%
832
-101
102
$28K 0.02%
685
103
$27K 0.02%
+1,400
104
$27K 0.02%
+500
105
$26K 0.02%
340
106
$26K 0.02%
1,700
+900
107
$26K 0.02%
450
108
$25K 0.02%
+600
109
$25K 0.02%
+1,000
110
$24K 0.02%
+700
111
$24K 0.02%
1,530
112
$24K 0.02%
515
113
$24K 0.02%
716
114
$23K 0.02%
+800
115
$22K 0.02%
1,201
+1,100
116
$22K 0.02%
960
+200
117
$22K 0.02%
229
118
$21K 0.02%
1,460
+306
119
$21K 0.02%
969
-150
120
$17K 0.01%
1,200
+300
121
$17K 0.01%
+400
122
$16K 0.01%
300
123
$15K 0.01%
623
124
$15K 0.01%
410
125
$14K 0.01%
1,100
3 4
5
6 7