CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$690K
3
+$525K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$503K
5
AAPL icon
Apple
AAPL
+$477K

Top Sells

1
+$2.05M
2
+$2.01M
3
+$445K
4
KHC icon
Kraft Heinz
KHC
+$354K
5
SFM icon
Sprouts Farmers Market
SFM
+$347K

Sector Composition

1 Consumer Staples 16.3%
2 Technology 2.93%
3 Consumer Discretionary 2.44%
4 Healthcare 1.96%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.01%
+47
202
$21K 0.01%
+170
203
$21K 0.01%
+270
204
$21K 0.01%
570
-160
205
$21K 0.01%
1,700
206
$19K 0.01%
144
207
$19K 0.01%
1,800
208
$19K 0.01%
40
209
$19K 0.01%
320
210
$19K 0.01%
+271
211
$18K 0.01%
535
-40
212
$18K 0.01%
243
213
$18K 0.01%
28
214
$17K 0.01%
523
215
$17K 0.01%
700
216
$17K 0.01%
+169
217
$16K 0.01%
+391
218
$16K 0.01%
420
219
$16K 0.01%
+563
220
$16K 0.01%
300
221
$15K 0.01%
+507
222
$14K 0.01%
+141
223
$13K 0.01%
+150
224
$13K 0.01%
+210
225
$13K 0.01%
+25
7 8
9
10 11