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
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.97M
3
+$609K
4
MDLZ icon
Mondelez International
MDLZ
+$461K
5
AMGN icon
Amgen
AMGN
+$436K

Top Sells

1
+$2.95M
2
+$2.73M
3
+$453K
4
CVX icon
Chevron
CVX
+$296K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Consumer Staples 13.21%
2 Technology 3.28%
3 Consumer Discretionary 3.27%
4 Financials 2.36%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$183K 0.07%
3,234
127
$183K 0.07%
4,955
+1
128
$180K 0.07%
2,070
+1,614
129
$173K 0.07%
3,400
130
$172K 0.07%
3,341
+433
131
$168K 0.07%
1,200
132
$161K 0.07%
3,552
133
$154K 0.06%
3,575
134
$153K 0.06%
+333
135
$152K 0.06%
241
136
$147K 0.06%
1,682
+682
137
$146K 0.06%
225
+132
138
$142K 0.06%
+10,350
139
$135K 0.05%
1,167
-597
140
$134K 0.05%
569
141
$134K 0.05%
2,000
-50
142
$106K 0.04%
1,005
143
$104K 0.04%
1,382
144
$103K 0.04%
9,600
+7,800
145
$102K 0.04%
1,408
+60
146
$100K 0.04%
+2,620
147
$98K 0.04%
477
+333
148
$97K 0.04%
654
+144
149
$93K 0.04%
1,966
-865
150
$91K 0.04%
922
4 5
6
7 8