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
$308M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Sells

1 +$1.51M
2 +$1.3M
3 +$1.28M
4
MO icon
Altria Group
MO
+$996K
5
PM icon
Philip Morris
PM
+$905K

Sector Composition

1 Consumer Staples 9.13%
2 Technology 3.24%
3 Consumer Discretionary 2.29%
4 Financials 1.8%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$34.4K 0.01%
290
177
$34.1K 0.01%
1,469
178
$33.1K 0.01%
42
179
$32.8K 0.01%
1,500
180
$32.2K 0.01%
470
+160
181
$31.9K 0.01%
174
182
$30.6K 0.01%
1,400
183
$29.7K 0.01%
3,940
184
$29.7K 0.01%
874
+339
185
$29.6K 0.01%
420
-45
186
$28.8K 0.01%
51
187
$28.5K 0.01%
208
188
$28K 0.01%
34
-5
189
$27.6K 0.01%
202
-142
190
$27.5K 0.01%
358
+282
191
$26.1K 0.01%
1,031
-32,291
192
$26.1K 0.01%
79
193
$23.1K 0.01%
217
194
$23K 0.01%
107
195
$22.8K 0.01%
39
196
$22.5K 0.01%
260
197
$21.2K 0.01%
350
+140
198
$20.6K 0.01%
89
199
$19.8K 0.01%
167
200
$19.7K 0.01%
474