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
$222M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$8.23M
2 +$717K
3 +$519K
4
AAPL icon
Apple
AAPL
+$504K
5
PLBY icon
Playboy Inc
PLBY
+$485K

Top Sells

1 +$2.12M
2 +$1.95M
3 +$486K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$446K
5
PBR icon
Petrobras
PBR
+$378K

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%
315
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
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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