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
$139M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$800K
2
+$393K
3
+$181K
4
F icon
Ford
F
+$172K
5
APA icon
APA Corp
APA
+$122K

Top Sells

1
+$12.7M
2
+$6.99M
3
+$5.53M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.25M
5
PCG icon
PG&E
PCG
+$467K

Sector Composition

1 Consumer Staples 39.57%
2 Materials 2.35%
3 Healthcare 2.26%
4 Financials 1.69%
5 Technology 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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