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
$201M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$1.14M
3
+$953K
4
PBR icon
Petrobras
PBR
+$874K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$723K

Top Sells

1
+$8.08M
2
+$4.14M
3
+$1.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
RIG icon
Transocean
RIG
+$1.02M

Sector Composition

1 Consumer Staples 19.58%
2 Consumer Discretionary 2.2%
3 Technology 2.15%
4 Healthcare 2.08%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$100K 0.05%
+1,564
127
$97K 0.05%
2,105
+8
128
$96K 0.05%
1,005
129
$93K 0.05%
1,780
130
$91K 0.05%
+6,800
131
$88K 0.04%
3,416
+17
132
$87K 0.04%
1,348
133
$87K 0.04%
+184
134
$87K 0.04%
+552
135
$85K 0.04%
390
-100
136
$85K 0.04%
1,000
137
$84K 0.04%
1,437
-15
138
$74K 0.04%
1,561
+1
139
$73K 0.04%
1,400
140
$72K 0.04%
+922
141
$69K 0.03%
1,424
142
$69K 0.03%
4,629
143
$69K 0.03%
1,610
144
$68K 0.03%
2,642
+758
145
$66K 0.03%
2,081
146
$66K 0.03%
+947
147
$63K 0.03%
900
-50
148
$60K 0.03%
230
149
$58K 0.03%
3,600
150
$57K 0.03%
817
4 5
6
7 8