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
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.97M
3
+$609K
4
MDLZ icon
Mondelez International
MDLZ
+$461K
5
AMGN icon
Amgen
AMGN
+$436K

Top Sells

1
+$2.95M
2
+$2.73M
3
+$453K
4
CVX icon
Chevron
CVX
+$296K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Consumer Staples 13.21%
2 Technology 3.28%
3 Consumer Discretionary 3.27%
4 Financials 2.36%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$319K 0.13%
1,894
102
$310K 0.13%
4,065
+471
103
$308K 0.12%
4,300
+3,474
104
$303K 0.12%
4,356
105
$301K 0.12%
+18,134
106
$277K 0.11%
2,333
+1,019
107
$270K 0.11%
2,201
+104
108
$260K 0.11%
4,097
-3
109
$258K 0.1%
10,162
+3,650
110
$243K 0.1%
428
+166
111
$241K 0.1%
5,800
112
$237K 0.1%
8,060
+820
113
$236K 0.1%
1,416
+36
114
$234K 0.09%
504
-282
115
$223K 0.09%
537
+149
116
$220K 0.09%
462
-159
117
$219K 0.09%
1,620
-42
118
$218K 0.09%
2,766
119
$216K 0.09%
3,662
+132
120
$215K 0.09%
897
121
$215K 0.09%
7,990
+3,236
122
$206K 0.08%
+1,390
123
$204K 0.08%
+10,638
124
$195K 0.08%
+9,215
125
$187K 0.08%
290
3 4
5
6 7