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
$190M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$730K
3
+$683K
4
GE icon
GE Aerospace
GE
+$577K
5
META icon
Meta Platforms (Facebook)
META
+$453K

Top Sells

1
+$1.02M
2
+$258K
3
+$106K
4
NPK icon
National Presto Industries
NPK
+$86K
5
LLY icon
Eli Lilly
LLY
+$75.1K

Sector Composition

1 Consumer Staples 45.54%
2 Healthcare 1.82%
3 Materials 1.82%
4 Technology 1.54%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-57
177
– –
-24
178
– –
-390
179
– –
-52
180
– –
-3
181
– –
-8
182
– –
-41
183
– –
-62
184
– –
-197
185
– –
-25
186
– –
-150
187
– –
-38
188
– –
-111
189
– –
-105
190
– –
-88
191
– –
-35
192
– –
-53
193
– –
-53
194
– –
-32
195
$0 ﹤0.01%
40
196
– –
-44
197
– –
-28
198
– –
-300
199
– –
-12
200
– –
-66
6 7
8
9 10