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
$222M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$8.23M
2 +$717K
3 +$519K
4
AAPL icon
Apple
AAPL
+$504K
5
PLBY icon
Playboy Inc
PLBY
+$485K

Top Sells

1 +$2.12M
2 +$1.95M
3 +$486K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$446K
5
PBR icon
Petrobras
PBR
+$378K

Sector Composition

1 Consumer Staples 16.3%
2 Technology 2.93%
3 Consumer Discretionary 2.44%
4 Healthcare 1.96%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$45K 0.02%
1,300
177
$44K 0.02%
1,800
178
$42K 0.02%
561
179
$40K 0.02%
283
180
$38K 0.02%
2,050
181
$37K 0.02%
+1,011
182
$36K 0.02%
600
183
$36K 0.02%
910
184
$36K 0.02%
289
+159
185
$35K 0.02%
500
186
$35K 0.02%
+438
187
$33K 0.01%
+230
188
$32K 0.01%
678
189
$31K 0.01%
960
190
$30K 0.01%
1,400
191
$29K 0.01%
1,000
192
$29K 0.01%
543
193
$29K 0.01%
1,105
194
$28K 0.01%
168
195
$28K 0.01%
701
196
$26K 0.01%
+144
197
$25K 0.01%
1,000
198
$25K 0.01%
800
199
$24K 0.01%
1,380
200
$22K 0.01%
1,120