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
$201M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$1.14M
3
+$953K
4
PBR icon
Petrobras
PBR
+$874K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$723K

Top Sells

1
+$8.08M
2
+$4.14M
3
+$1.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
RIG icon
Transocean
RIG
+$1.02M

Sector Composition

1 Consumer Staples 19.58%
2 Consumer Discretionary 2.2%
3 Technology 2.15%
4 Healthcare 2.08%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$30K 0.01%
1,130
+684
177
$29K 0.01%
543
178
$29K 0.01%
1,105
179
$27K 0.01%
800
180
$26K 0.01%
701
181
$26K 0.01%
730
182
$25K 0.01%
168
183
$24K 0.01%
1,000
184
$24K 0.01%
1,120
185
$23K 0.01%
+210
186
$22K 0.01%
1,380
+180
187
$20K 0.01%
228
188
$20K 0.01%
1,800
189
$20K 0.01%
315
190
$19K 0.01%
575
191
$18K 0.01%
144
192
$18K 0.01%
243
193
$18K 0.01%
1,700
194
$18K 0.01%
700
-300
195
$16K 0.01%
40
196
$16K 0.01%
28
197
$16K 0.01%
193
198
$15K 0.01%
130
199
$15K 0.01%
300
200
$14K 0.01%
420
6 7
8
9 10