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
$201M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$1.14M
3
+$953K
4
PBR icon
Petrobras
PBR
+$874K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$723K

Top Sells

1
+$8.08M
2
+$4.14M
3
+$1.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
RIG icon
Transocean
RIG
+$1.02M

Sector Composition

1 Consumer Staples 19.58%
2 Consumer Discretionary 2.2%
3 Technology 2.15%
4 Healthcare 2.08%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51K 0.03%
826
152
$49K 0.02%
140
153
$48K 0.02%
1,800
154
$48K 0.02%
403
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155
$48K 0.02%
375
156
$48K 0.02%
309
157
$47K 0.02%
1,695
158
$45K 0.02%
2,050
159
$45K 0.02%
+3,326
160
$44K 0.02%
1,000
161
$44K 0.02%
1,300
162
$44K 0.02%
1,300
163
$43K 0.02%
845
164
$42K 0.02%
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165
$41K 0.02%
561
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166
$39K 0.02%
800
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167
$38K 0.02%
283
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168
$36K 0.02%
656
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169
$34K 0.02%
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171
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960
173
$33K 0.02%
910
174
$31K 0.02%
678
175
$30K 0.01%
1,400
5 6
7
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