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

Top Buys

1
+$8.11M
2
+$690K
3
+$525K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$503K
5
AAPL icon
Apple
AAPL
+$477K

Top Sells

1
+$2.05M
2
+$2.01M
3
+$445K
4
KHC icon
Kraft Heinz
KHC
+$354K
5
SFM icon
Sprouts Farmers Market
SFM
+$347K

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%
+438
186
$35K 0.02%
500
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%
+288
197
$25K 0.01%
1,000
198
$25K 0.01%
800
199
$24K 0.01%
1,380
200
$22K 0.01%
1,120
6 7
8
9 10