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
$139M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$740K
2
+$363K
3
+$148K
4
RIG icon
Transocean
RIG
+$123K
5
APA icon
APA Corp
APA
+$87.3K

Top Sells

1
+$10.1M
2
+$5.96M
3
+$5.25M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.19M
5
PCG icon
PG&E
PCG
+$467K

Sector Composition

1 Consumer Staples 39.57%
2 Materials 2.35%
3 Healthcare 2.26%
4 Financials 1.69%
5 Technology 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
177
127
$12K 0.01%
400
-120
128
$11K 0.01%
400
+100
129
$10K 0.01%
600
+502
130
$10K 0.01%
879
+720
131
$10K 0.01%
644
+536
132
$9K 0.01%
290
133
$9K 0.01%
93
134
$8K 0.01%
690
-220
135
$7K 0.01%
550
136
$5K ﹤0.01%
+73
137
$5K ﹤0.01%
110
138
$5K ﹤0.01%
183
+152
139
$5K ﹤0.01%
208
+170
140
$5K ﹤0.01%
206
+171
141
$5K ﹤0.01%
354
142
$5K ﹤0.01%
200
143
$5K ﹤0.01%
56
+46
144
$5K ﹤0.01%
+110
145
$4K ﹤0.01%
167
+135
146
$4K ﹤0.01%
200
-50
147
$4K ﹤0.01%
85
+72
148
$4K ﹤0.01%
251
+213
149
$4K ﹤0.01%
78
+64
150
$4K ﹤0.01%
59
+50
4 5
6
7 8