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
$222M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$717K
3
+$519K
4
AAPL icon
Apple
AAPL
+$504K
5
PLBY icon
Playboy Inc
PLBY
+$485K

Top Sells

1
+$2.12M
2
+$1.95M
3
+$486K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$446K
5
PBR icon
Petrobras
PBR
+$378K

Sector Composition

1 Consumer Staples 16.3%
2 Technology 2.93%
3 Consumer Discretionary 2.44%
4 Healthcare 1.96%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$71K 0.03%
4,629
152
$71K 0.03%
1,610
153
$69K 0.03%
1,424
154
$69K 0.03%
1,275
+475
155
$68K 0.03%
1,230
+574
156
$67K 0.03%
2,081
157
$66K 0.03%
230
158
$63K 0.03%
3,600
159
$61K 0.03%
155
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160
$60K 0.03%
817
161
$58K 0.03%
+395
162
$56K 0.03%
+510
163
$55K 0.02%
704
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164
$53K 0.02%
826
165
$53K 0.02%
3,326
166
$51K 0.02%
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167
$51K 0.02%
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168
$51K 0.02%
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169
$51K 0.02%
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170
$51K 0.02%
586
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845
172
$49K 0.02%
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173
$49K 0.02%
1,300
174
$48K 0.02%
309
175
$46K 0.02%
1,000
5 6
7
8 9