CWM
Cedar Wealth Management Portfolio holdings
AUM $281M
AUM
$281M
AUM Growth
+$4.54M (+2%)
Cap. Flow
+$8.48M
Cap. Flow % of AUM
3.02%
Top 10 Holdings %Top 10 Hldgs %
75.82%
Holding
205
New
12
Increased
19
Reduced
22
Closed
10
Top Buys
| 1 | $2.36M | |
| 2 | $2.11M | |
| 3 | $1.48M | |
| 4 | $1.2M | |
| 5 | $1.01M |
Top Sells
| 1 | $1.16M | |
| 2 | $1.09M | |
| 3 | $660K | |
| 4 | $448K | |
| 5 | $358K |
Sector Composition
| 1 | Consumer Staples | 11.11% |
| 2 | Technology | 2.7% |
| 3 | Consumer Discretionary | 2.05% |
| 4 | Materials | 1.35% |
| 5 | Communication Services | 1.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -79 | Closed | – | |||
| $0 | 0% | 0 -32 | Closed | – | |||
| $0 | 0% | 0 -54,675 | Closed | – | |||
| $0 | 0% | 0 -15,827 | Closed | – | |||
| $0 | 0% | 0 -1,000 | Closed | – |
