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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Sells

1 +$306K
2 +$252K
3 +$211K
4
PAGP icon
Plains GP Holdings
PAGP
+$210K
5
DCP
DCP Midstream, LP
DCP
+$202K

Sector Composition

1 Consumer Staples 47.09%
2 Financials 1.9%
3 Technology 1.41%
4 Healthcare 1.35%
5 Materials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$4K ﹤0.01%
+124
177
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100
178
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+80
179
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180
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+52
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+43
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$4K ﹤0.01%
700
183
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184
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+44
186
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+300
187
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+25
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38
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100
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24
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71
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11
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70
200
$1K ﹤0.01%
5