CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
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
+$1.66M
2
+$758K
3
+$722K
4
PCG icon
PG&E
PCG
+$214K
5
PAGP icon
Plains GP Holdings
PAGP
+$209K

Top Sells

1
+$3.19M
2
+$2.19M
3
+$1.58M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$726K
5
CVX icon
Chevron
CVX
+$631K

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
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3 4 5
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