CWM
Cedar Wealth Management Portfolio holdings
AUM $281M
AUM
$281M
AUM Growth
+$4.54M (+2%)
Cap. Flow
+$8.48M
Cap. Flow % of AUM
3.02%
Top 10 Holdings %Top 10 Hldgs %
75.82%
Holding
205
New
12
Increased
19
Reduced
22
Closed
10
Top Buys
| 1 | $2.36M | |
| 2 | $2.11M | |
| 3 | $1.48M | |
| 4 | $1.2M | |
| 5 | $1.01M |
Top Sells
| 1 | $1.16M | |
| 2 | $1.09M | |
| 3 | $660K | |
| 4 | $448K | |
| 5 | $358K |
Sector Composition
| 1 | Consumer Staples | 11.11% |
| 2 | Technology | 2.7% |
| 3 | Consumer Discretionary | 2.05% |
| 4 | Materials | 1.35% |
| 5 | Communication Services | 1.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7.08K | 0% | 21 | – | – | |||
| $6.2K | 0% | 36 | – | – | |||
| $6K | 0% | 69 | – | – | |||
| $5.89K | 0% | 24 | – | – | |||
| $5.63K | 0% | 12 | – | – | |||
| $5.62K | 0% | 18 | – | – | |||
| $4.84K | 0% | 48 | – | – | |||
| $4.71K | 0% | 40 | – | – | |||
| $4.45K | 0% | 21 | – | – | |||
| $4.38K | 0% | 105 | – | – | |||
| $4.24K | 0% | 144 | – | – | |||
| $3.81K | 0% | 420 | – | – | |||
| $3.73K | 0% | 55 | – | – | |||
| $3.72K | 0% | 15 | – | – | |||
| $3.6K | 0% | 68 | – | – | |||
| $3.6K | 0% | 24 | – | – | |||
| $3.24K | 0% | 18 | – | – | |||
| $3.21K | 0% | 22 | – | – | |||
| $3.14K | 0% | 6 | – | – | |||
| $3.13K | 0% | 33 | – | – | |||
| $2.94K | 0% | 30 | – | – | |||
| $2.77K | 0% | 21 | – | – | |||
| $2.43K | 0% | 28 | – | – | |||
| $2.13K | 0% | 8 | – | – | |||
| $2.12K | 0% | 183 | – | – |
