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
$222M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$717K
3
+$519K
4
AAPL icon
Apple
AAPL
+$504K
5
PLBY icon
Playboy Inc
PLBY
+$485K

Top Sells

1
+$2.12M
2
+$1.95M
3
+$486K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$446K
5
PBR icon
Petrobras
PBR
+$378K

Sector Composition

1 Consumer Staples 16.3%
2 Technology 2.93%
3 Consumer Discretionary 2.44%
4 Healthcare 1.96%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.11%
3,508
-30
102
$232K 0.1%
4,380
103
$226K 0.1%
+1,894
104
$218K 0.1%
2,766
105
$216K 0.1%
5,800
106
$213K 0.1%
1,380
+405
107
$208K 0.09%
4,951
+24
108
$193K 0.09%
3,400
109
$187K 0.08%
1,662
+134
110
$182K 0.08%
1,789
-51
111
$177K 0.08%
3,234
112
$171K 0.08%
5,353
-8,875
113
$168K 0.08%
2,151
-3,038
114
$164K 0.07%
3,552
115
$163K 0.07%
3,575
116
$159K 0.07%
4,140
117
$155K 0.07%
6,054
+3,412
118
$153K 0.07%
262
+41
119
$152K 0.07%
1,200
120
$145K 0.07%
7,240
+440
121
$143K 0.06%
377
122
$142K 0.06%
290
+24
123
$139K 0.06%
2,050
124
$138K 0.06%
3,530
-3,699
125
$137K 0.06%
2,837
-4
3 4
5
6 7