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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Sells

1 +$306K
2 +$252K
3 +$211K
4
PAGP icon
Plains GP Holdings
PAGP
+$210K
5
DCP
DCP Midstream, LP
DCP
+$202K

Sector Composition

1 Consumer Staples 47.09%
2 Financials 1.9%
3 Technology 1.41%
4 Healthcare 1.35%
5 Materials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$9K 0.01%
+390
127
$9K 0.01%
+65
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$9K 0.01%
93
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$8K ﹤0.01%
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432
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$8K ﹤0.01%
+65
134
$8K ﹤0.01%
+200
135
$8K ﹤0.01%
+345
136
$8K ﹤0.01%
100
-82
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$8K ﹤0.01%
190
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354
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$7K ﹤0.01%
+49
147
$6K ﹤0.01%
+3
148
$6K ﹤0.01%
+41
149
$6K ﹤0.01%
+197
150
$6K ﹤0.01%
+88