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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Sells

1 +$306K
2 +$252K
3 +$211K
4
PAGP icon
Plains GP Holdings
PAGP
+$210K
5
DCP
DCP Midstream, LP
DCP
+$202K

Sector Composition

1 Consumer Staples 47.09%
2 Financials 1.9%
3 Technology 1.41%
4 Healthcare 1.35%
5 Materials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1K ﹤0.01%
+150
202
$1K ﹤0.01%
32
203
$1K ﹤0.01%
12
204
$1K ﹤0.01%
700
205
$1K ﹤0.01%
28
206
$1K ﹤0.01%
+18
207
$1K ﹤0.01%
50
208
-50
209
-1,460
210
$0 ﹤0.01%
40
211
$0 ﹤0.01%
5
212
$0 ﹤0.01%
1
-1,525
213
$0 ﹤0.01%
13
214
-3,490
215
-2,480
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-700
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-4,260
218
$0 ﹤0.01%
3
219
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