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
$201M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$1.14M
3
+$953K
4
PBR icon
Petrobras
PBR
+$874K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$723K

Top Sells

1
+$8.08M
2
+$4.14M
3
+$1.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
RIG icon
Transocean
RIG
+$1.02M

Sector Composition

1 Consumer Staples 19.58%
2 Consumer Discretionary 2.2%
3 Technology 2.15%
4 Healthcare 2.08%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$180K 0.09%
3,400
102
$174K 0.09%
787
-119
103
$169K 0.08%
1,840
104
$168K 0.08%
3,234
+3
105
$165K 0.08%
1,528
+828
106
$163K 0.08%
3,552
107
$159K 0.08%
3,575
108
$151K 0.08%
2,800
109
$150K 0.07%
+536
110
$149K 0.07%
4,140
-5,260
111
$139K 0.07%
1,200
112
$134K 0.07%
2,050
+100
113
$131K 0.07%
2,841
114
$130K 0.06%
975
+827
115
$123K 0.06%
377
116
$121K 0.06%
7,068
117
$120K 0.06%
+2,716
118
$118K 0.06%
3,866
+1,566
119
$117K 0.06%
383
+359
120
$115K 0.06%
568
+1
121
$105K 0.05%
+221
122
$104K 0.05%
492
+472
123
$103K 0.05%
1,262
124
$102K 0.05%
+266
125
$101K 0.05%
1,927
+5
3 4
5
6 7