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
$222M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$717K
3
+$519K
4
AAPL icon
Apple
AAPL
+$504K
5
PLBY icon
Playboy Inc
PLBY
+$485K

Top Sells

1
+$2.12M
2
+$1.95M
3
+$486K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$446K
5
PBR icon
Petrobras
PBR
+$378K

Sector Composition

1 Consumer Staples 16.3%
2 Technology 2.93%
3 Consumer Discretionary 2.44%
4 Healthcare 1.96%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$135K 0.06%
241
+57
127
$134K 0.06%
2,816
+100
128
$124K 0.06%
388
+5
129
$123K 0.06%
569
+1
130
$120K 0.05%
2,129
+565
131
$117K 0.05%
4,304
+3,174
132
$113K 0.05%
2,800
133
$110K 0.05%
1,382
+120
134
$104K 0.05%
510
+120
135
$103K 0.05%
1,927
136
$102K 0.05%
1,005
137
$99K 0.04%
2,105
138
$97K 0.04%
1,780
139
$95K 0.04%
789
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140
$93K 0.04%
1,348
141
$91K 0.04%
3,416
142
$91K 0.04%
1,000
143
$90K 0.04%
+444
144
$87K 0.04%
825
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145
$85K 0.04%
922
146
$81K 0.04%
1,437
147
$80K 0.04%
1,561
148
$79K 0.04%
4,362
-2,706
149
$75K 0.03%
1,400
150
$71K 0.03%
808
+796
4 5
6
7 8