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
$162M
AUM Growth
-$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$762K
3
+$354K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$282K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$226K

Top Sells

1
+$1.74M
2
+$234K
3
+$132K
4
EEQ
Enbridge Energy Management Llc
EEQ
+$96.4K
5
META icon
Meta Platforms (Facebook)
META
+$88K

Sector Composition

1 Consumer Staples 46.8%
2 Energy 2.27%
3 Financials 2.06%
4 Technology 1.42%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
+550
127
$2K ﹤0.01%
28
128
$2K ﹤0.01%
+24
129
$2K ﹤0.01%
+70
130
$2K ﹤0.01%
71
+40
131
$2K ﹤0.01%
+11
132
$1K ﹤0.01%
5
133
$1K ﹤0.01%
+32
134
$1K ﹤0.01%
+16
135
$1K ﹤0.01%
700
136
$1K ﹤0.01%
50
137
$0 ﹤0.01%
40
138
$0 ﹤0.01%
+3
139
$0 ﹤0.01%
5
140
– –
-500
141
– –
-23,405
142
– –
-3,540
143
$0 ﹤0.01%
+13
144
– –
-1,000
145
– –
-950
146
$0 ﹤0.01%
2
-8,432
2 3 4 5
6