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
$201M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$1.14M
3
+$953K
4
PBR icon
Petrobras
PBR
+$874K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$723K

Top Sells

1
+$8.08M
2
+$4.14M
3
+$1.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
RIG icon
Transocean
RIG
+$1.02M

Sector Composition

1 Consumer Staples 19.58%
2 Consumer Discretionary 2.2%
3 Technology 2.15%
4 Healthcare 2.08%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14K 0.01%
523
202
$13K 0.01%
84
203
$13K 0.01%
250
204
$12K 0.01%
49
205
$12K 0.01%
140
206
$10K 0.01%
36
207
$10K 0.01%
100
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$9K ﹤0.01%
36
209
$9K ﹤0.01%
106
-1,303
210
$9K ﹤0.01%
440
211
$9K ﹤0.01%
250
-500
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$8K ﹤0.01%
213
213
$8K ﹤0.01%
40
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$7K ﹤0.01%
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$7K ﹤0.01%
28
216
$7K ﹤0.01%
48
217
$7K ﹤0.01%
112
218
$7K ﹤0.01%
40
219
$7K ﹤0.01%
501
-126
220
$6K ﹤0.01%
68
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$6K ﹤0.01%
35
222
$6K ﹤0.01%
73
223
$6K ﹤0.01%
100
224
$4K ﹤0.01%
28
225
$4K ﹤0.01%
48
7 8
9
10 11