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
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$1.97M
3 +$609K
4
MDLZ icon
Mondelez International
MDLZ
+$461K
5
AMGN icon
Amgen
AMGN
+$436K

Top Sells

1 +$2.95M
2 +$2.73M
3 +$453K
4
CVX icon
Chevron
CVX
+$296K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Consumer Staples 13.21%
2 Technology 3.28%
3 Consumer Discretionary 3.27%
4 Financials 2.36%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$38K 0.02%
800
-45
202
$38K 0.02%
1,800
203
$36K 0.01%
+27
204
$35K 0.01%
+2,750
205
$35K 0.01%
+1,312
206
$34K 0.01%
116
+40
207
$34K 0.01%
+194
208
$34K 0.01%
438
209
$33K 0.01%
1,064
210
$33K 0.01%
+660
211
$33K 0.01%
678
212
$32K 0.01%
+213
213
$32K 0.01%
700
214
$31K 0.01%
+534
215
$31K 0.01%
+1,742
216
$31K 0.01%
+1,750
217
$31K 0.01%
201
+15
218
$30K 0.01%
+200
219
$30K 0.01%
701
220
$29K 0.01%
1,530
221
$29K 0.01%
1,105
222
$28K 0.01%
+625
223
$28K 0.01%
+208
224
$28K 0.01%
1,000
225
$28K 0.01%
1,120