CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$3.87M
3
+$2.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.06M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$904K

Top Sells

1
+$1.12M
2
+$976K
3
+$969K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$941K
5
AAPL icon
Apple
AAPL
+$883K

Sector Composition

1 Consumer Staples 13.15%
2 Consumer Discretionary 3.73%
3 Technology 2.59%
4 Financials 2.41%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$161K 0.07%
2,145
+75
127
$160K 0.06%
3,634
+82
128
$157K 0.06%
3,976
-15,099
129
$151K 0.06%
1,200
130
$146K 0.06%
2,829
-833
131
$143K 0.06%
10,350
132
$139K 0.06%
290
133
$139K 0.06%
333
134
$135K 0.05%
2,000
135
$130K 0.05%
233
+8
136
$127K 0.05%
569
137
$118K 0.05%
1,434
-11,771
138
$111K 0.04%
1,262
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139
$109K 0.04%
1,572
+190
140
$105K 0.04%
9,600
141
$96K 0.04%
965
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142
$91K 0.04%
1,525
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143
$91K 0.04%
192
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144
$88K 0.04%
194
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145
$88K 0.04%
477
146
$87K 0.04%
5,847
147
$85K 0.03%
324
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148
$85K 0.03%
2,620
149
$83K 0.03%
144
150
$82K 0.03%
10,500
4 5
6
7 8