CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.05M
3
+$592K
4
RH icon
RH
RH
+$458K
5
PLBY icon
Playboy Inc
PLBY
+$440K

Top Sells

1
+$2.98M
2
+$2.73M
3
+$391K
4
CVX icon
Chevron
CVX
+$286K
5
AAPL icon
Apple
AAPL
+$169K

Sector Composition

1 Consumer Staples 13.21%
2 Technology 3.28%
3 Consumer Discretionary 3.27%
4 Financials 2.36%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$88K 0.04%
1,560
-1
152
$88K 0.04%
1,780
153
$84K 0.03%
4,362
154
$83K 0.03%
580
+36
155
$83K 0.03%
+3,500
156
$82K 0.03%
144
-11
157
$81K 0.03%
369
-156
158
$76K 0.03%
+4,983
159
$76K 0.03%
2,800
160
$73K 0.03%
1,610
161
$73K 0.03%
+10,500
162
$72K 0.03%
230
163
$70K 0.03%
805
164
$70K 0.03%
532
-108
165
$69K 0.03%
+4,500
166
$69K 0.03%
4,629
167
$68K 0.03%
3,600
168
$68K 0.03%
1,424
169
$66K 0.03%
817
170
$65K 0.03%
2,081
171
$64K 0.03%
5,847
172
$62K 0.03%
1,300
173
$62K 0.03%
1,400
174
$62K 0.03%
533
+303
175
$61K 0.02%
704
5 6
7
8 9