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
$190M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$730K
3
+$683K
4
GE icon
GE Aerospace
GE
+$577K
5
META icon
Meta Platforms (Facebook)
META
+$453K

Top Sells

1
+$1.02M
2
+$258K
3
+$106K
4
NPK icon
National Presto Industries
NPK
+$86K
5
LLY icon
Eli Lilly
LLY
+$75.1K

Sector Composition

1 Consumer Staples 45.54%
2 Healthcare 1.82%
3 Materials 1.82%
4 Technology 1.54%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K 0.01%
290
-150
127
$10K 0.01%
93
128
$9K ﹤0.01%
1,100
129
$9K ﹤0.01%
300
130
$9K ﹤0.01%
100
131
$8K ﹤0.01%
354
132
$8K ﹤0.01%
200
133
$8K ﹤0.01%
120
134
$8K ﹤0.01%
550
135
$7K ﹤0.01%
+220
136
$7K ﹤0.01%
+390
137
$7K ﹤0.01%
+300
138
$6K ﹤0.01%
110
139
$6K ﹤0.01%
83
140
$6K ﹤0.01%
+340
141
$5K ﹤0.01%
115
142
$5K ﹤0.01%
20
+15
143
$5K ﹤0.01%
52
144
$5K ﹤0.01%
250
145
$5K ﹤0.01%
200
+100
146
$4K ﹤0.01%
42
147
$4K ﹤0.01%
700
148
$4K ﹤0.01%
32
149
$3K ﹤0.01%
+20
150
$3K ﹤0.01%
+14
4 5
6
7 8