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
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$1.97M
3 +$609K
4
MDLZ icon
Mondelez International
MDLZ
+$461K
5
AMGN icon
Amgen
AMGN
+$436K

Top Sells

1 +$2.95M
2 +$2.73M
3 +$453K
4
CVX icon
Chevron
CVX
+$296K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Consumer Staples 13.21%
2 Technology 3.28%
3 Consumer Discretionary 3.27%
4 Financials 2.36%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$60K 0.02%
345
-50
177
$52K 0.02%
730
+290
178
$52K 0.02%
1,002
+182
179
$51K 0.02%
1,695
180
$50K 0.02%
375
181
$49K 0.02%
+525
182
$49K 0.02%
+366
183
$48K 0.02%
1,238
+328
184
$48K 0.02%
403
-456
185
$46K 0.02%
+206
186
$46K 0.02%
400
+274
187
$45K 0.02%
1,300
188
$44K 0.02%
283
189
$43K 0.02%
2,050
190
$43K 0.02%
1,000
191
$43K 0.02%
561
192
$42K 0.02%
+273
193
$41K 0.02%
+250
194
$41K 0.02%
289
195
$41K 0.02%
600
196
$41K 0.02%
+167
197
$41K 0.02%
500
198
$38K 0.02%
+42
199
$38K 0.02%
212
+177
200
$38K 0.02%
+793