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
$247M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$3.91M
3
+$2.55M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.15M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$930K

Top Sells

1
+$1.14M
2
+$999K
3
+$987K
4
XOM icon
Exxon Mobil
XOM
+$915K
5
AAPL icon
Apple
AAPL
+$851K

Sector Composition

1 Consumer Staples 13.15%
2 Consumer Discretionary 3.73%
3 Technology 2.59%
4 Financials 2.41%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$291K 0.12%
4,763
+407
102
$282K 0.11%
1,763
-3,415
103
$282K 0.11%
2,201
104
$268K 0.11%
+6,681
105
$266K 0.11%
5,800
106
$263K 0.11%
14,318
-13,294
107
$263K 0.11%
1,620
108
$246K 0.1%
1,389
-585
109
$233K 0.09%
2,556
-3,714
110
$229K 0.09%
8,380
+320
111
$220K 0.09%
+995
112
$217K 0.09%
476
+48
113
$211K 0.09%
+10,793
114
$209K 0.08%
10,638
115
$193K 0.08%
9,215
116
$192K 0.08%
+4,206
117
$191K 0.08%
1,416
118
$189K 0.08%
897
119
$181K 0.07%
3,242
-855
120
$168K 0.07%
241
121
$168K 0.07%
+1,125
122
$168K 0.07%
3,240
+6
123
$165K 0.07%
3,331
-10
124
$163K 0.07%
3,400
125
$161K 0.07%
537
3 4
5
6 7