CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$800K
2
+$393K
3
+$181K
4
F icon
Ford
F
+$172K
5
APA icon
APA Corp
APA
+$122K

Top Sells

1
+$12.7M
2
+$6.99M
3
+$5.53M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.25M
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%
700
152
$4K ﹤0.01%
+25
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
– –
-42
162
– –
-86
163
– –
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164
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165
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-2,822
166
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167
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-105
168
– –
-550
169
$0 ﹤0.01%
40
170
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-83
171
$0 ﹤0.01%
5
172
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-300
173
– –
-10,140
174
$0 ﹤0.01%
+1
175
– –
-38
4 5 6
7
8