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
$168M
AUM Growth
-$682K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$746K
3
+$707K
4
PCG icon
PG&E
PCG
+$267K
5
PAGP icon
Plains GP Holdings
PAGP
+$200K

Top Sells

1
+$3.06M
2
+$2.21M
3
+$1.48M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$713K
5
CVX icon
Chevron
CVX
+$602K

Sector Composition

1 Consumer Staples 49.32%
2 Energy 2.25%
3 Financials 2.06%
4 Healthcare 1.34%
5 Technology 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
50
127
– –
-15
128
– –
-600
129
– –
-75
130
– –
-8
131
– –
-1,435
132
– –
-3
133
– –
-500
134
– –
-1,123
135
– –
-31
136
– –
-25
137
– –
-550
138
– –
-290
139
– –
-470
140
$0 ﹤0.01%
40
141
– –
-106
142
– –
-45
143
– –
-10,620
144
$0 ﹤0.01%
5
-15
145
– –
-18
146
– –
-39
147
– –
-9,060
148
– –
-13
149
– –
-4,324
150
– –
-571
3 4 5
6
7