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
$247M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$3.91M
3
+$2.55M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.15M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$930K

Top Sells

1
+$1.14M
2
+$999K
3
+$987K
4
XOM icon
Exxon Mobil
XOM
+$915K
5
AAPL icon
Apple
AAPL
+$851K

Sector Composition

1 Consumer Staples 13.15%
2 Consumer Discretionary 3.73%
3 Technology 2.59%
4 Financials 2.41%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$38K 0.02%
1,300
202
$37K 0.02%
356
-47
203
$37K 0.02%
2,750
204
$37K 0.02%
800
205
$37K 0.02%
283
206
$36K 0.01%
267
-6
207
$35K 0.01%
1,742
208
$35K 0.01%
534
209
$35K 0.01%
1,312
210
$34K 0.01%
660
211
$34K 0.01%
678
212
$33K 0.01%
201
213
$32K 0.01%
42
214
$32K 0.01%
1,000
215
$32K 0.01%
212
+6
216
$31K 0.01%
1,750
217
$30K 0.01%
126
+10
218
$30K 0.01%
500
219
$30K 0.01%
438
220
$29K 0.01%
194
221
$29K 0.01%
1,000
222
$29K 0.01%
355
223
$29K 0.01%
1,105
224
$28K 0.01%
625
225
$27K 0.01%
208
7 8
9
10 11