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
$190M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$730K
3
+$683K
4
GE icon
GE Aerospace
GE
+$577K
5
META icon
Meta Platforms (Facebook)
META
+$453K

Top Sells

1
+$1.02M
2
+$258K
3
+$106K
4
NPK icon
National Presto Industries
NPK
+$86K
5
LLY icon
Eli Lilly
LLY
+$75.1K

Sector Composition

1 Consumer Staples 45.54%
2 Healthcare 1.82%
3 Materials 1.82%
4 Technology 1.54%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
38
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$2K ﹤0.01%
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550
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24
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700
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10
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13
175
$1K ﹤0.01%
28
5 6
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8 9