CWM
Cedar Wealth Management Portfolio holdings
AUM $281M
AUM
$281M
AUM Growth
+$4.54M (+2%)
Cap. Flow
+$8.48M
Cap. Flow % of AUM
3.02%
Top 10 Holdings %Top 10 Hldgs %
75.82%
Holding
205
New
12
Increased
19
Reduced
22
Closed
10
Top Buys
| 1 | $2.36M | |
| 2 | $2.11M | |
| 3 | $1.48M | |
| 4 | $1.2M | |
| 5 | $1.01M |
Top Sells
| 1 | $1.16M | |
| 2 | $1.09M | |
| 3 | $660K | |
| 4 | $448K | |
| 5 | $358K |
Sector Composition
| 1 | Consumer Staples | 11.11% |
| 2 | Technology | 2.7% |
| 3 | Consumer Discretionary | 2.05% |
| 4 | Materials | 1.35% |
| 5 | Communication Services | 1.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.12K | 0% | 6 | – | – | |||
| $2.03K | 0% | 4 | – | – | |||
| $1.87K | 0% | 20 | – | – | |||
| $1.84K | 0% | 10 | – | – | |||
| $1.82K | 0% | 9 | – | – | |||
| $1.74K | 0% | 38 | – | – | |||
| $1.43K | 0% | 12 | – | – | |||
| $1.27K | 0% | 6 | – | – | |||
| $1.24K | 0% | 16 | – | – | |||
| $1.01K | 0% | 22 | – | – | |||
| $998 | 0% | 100 | – | – | |||
| $978 | 0% | 33 | – | – | |||
| $949 | 0% | 14 | – | – | |||
| $905 | 0% | 14 -134 | -91% | -$8.66K | |||
| $795 | 0% | 14 | – | – | |||
| $682 | 0% | 4 | – | – | |||
| $657 | 0% | 12 | – | – | |||
| $494 | 0% | 5 | – | – | |||
| $425 | 0% | 6 | – | – | |||
| $0 | 0% | 0 | – | – | |||
| $0 | 0% | 0 -91,441 | Closed | – | |||
| $0 | 0% | 0 -16,367 | Closed | – | |||
| $0 | 0% | 0 -261 | Closed | – | |||
| $0 | 0% | 0 -160 | Closed | – | |||
| $0 | 0% | 0 -754 | Closed | – |
