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
$247M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$3.91M
3
+$2.55M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.15M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$930K

Top Sells

1
+$1.14M
2
+$999K
3
+$987K
4
XOM icon
Exxon Mobil
XOM
+$915K
5
AAPL icon
Apple
AAPL
+$851K

Sector Composition

1 Consumer Staples 13.15%
2 Consumer Discretionary 3.73%
3 Technology 2.59%
4 Financials 2.41%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$82K 0.03%
1,780
152
$81K 0.03%
922
153
$80K 0.03%
537
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154
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155
$76K 0.03%
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156
$76K 0.03%
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157
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3,500
158
$73K 0.03%
554
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159
$70K 0.03%
230
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140
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161
$68K 0.03%
4,500
162
$67K 0.03%
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163
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164
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165
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166
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167
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174
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175
$60K 0.02%
554
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