CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$632K
2 +$282K
3 +$135K
4
DD icon
DuPont de Nemours
DD
+$120K
5
WFC icon
Wells Fargo
WFC
+$116K

Sector Composition

1 Consumer Staples 36.15%
2 Materials 2.06%
3 Healthcare 1.91%
4 Technology 1.69%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-280