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
$139M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$740K
2
+$363K
3
+$148K
4
RIG icon
Transocean
RIG
+$123K
5
APA icon
APA Corp
APA
+$87.3K

Top Sells

1
+$10.1M
2
+$5.96M
3
+$5.25M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.19M
5
PCG icon
PG&E
PCG
+$467K

Sector Composition

1 Consumer Staples 39.57%
2 Materials 2.35%
3 Healthcare 2.26%
4 Financials 1.69%
5 Technology 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
251
+213
152
$4K ﹤0.01%
78
+64
153
$3K ﹤0.01%
20
154
$3K ﹤0.01%
100
+91
155
$3K ﹤0.01%
34
+31
156
$2K ﹤0.01%
44
-1,044
157
$2K ﹤0.01%
20
158
$2K ﹤0.01%
14
159
$1K ﹤0.01%
+32
160
$1K ﹤0.01%
31
-40
161
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-42
162
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-2,822
166
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-550
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$0 ﹤0.01%
40
170
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$0 ﹤0.01%
5
172
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173
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-10,140
174
$0 ﹤0.01%
+1
175
– –
-38
4 5 6
7
8