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
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.97M
3
+$609K
4
MDLZ icon
Mondelez International
MDLZ
+$461K
5
AMGN icon
Amgen
AMGN
+$436K

Top Sells

1
+$2.95M
2
+$2.73M
3
+$453K
4
CVX icon
Chevron
CVX
+$296K
5
AAPL icon
Apple
AAPL
+$190K

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%
+10,500
161
$73K 0.03%
1,610
162
$72K 0.03%
230
163
$70K 0.03%
805
164
$70K 0.03%
532
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165
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166
$69K 0.03%
4,629
167
$68K 0.03%
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168
$68K 0.03%
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169
$66K 0.03%
817
170
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171
$64K 0.03%
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172
$62K 0.03%
1,300
173
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1,400
174
$62K 0.03%
533
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175
$61K 0.02%
704
5 6
7
8 9