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
$145M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$2.43M
3
+$949K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$470K
5
MSFT icon
Microsoft
MSFT
+$389K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 66.47%
2 Financials 1.4%
3 Healthcare 0.97%
4 Industrials 0.91%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.3M 38.79%
573,923
+70,477
2
$37.4M 25.75%
596,574
+38,819
3
$16.8M 11.61%
160,732
+4,480
4
$15.2M 10.49%
353,011
+1,850
5
$4.84M 3.33%
199,894
+12,125
6
$1.34M 0.93%
33,515
7
$1.23M 0.85%
27,441
+4,560
8
$949K 0.65%
+42,760
9
$908K 0.63%
11,564
+380
10
$557K 0.38%
5,835
+350
11
$438K 0.3%
7,923
+7,033
12
$434K 0.3%
2,851
+854
13
$396K 0.27%
4,245
14
$358K 0.25%
+12,113
15
$296K 0.2%
+17,064
16
$280K 0.19%
+2,018
17
$255K 0.18%
+1,795
18
$254K 0.18%
8,918
+8,618
19
$252K 0.17%
+3,497
20
$243K 0.17%
+2,243
21
$240K 0.17%
+9,027
22
$233K 0.16%
+17,427
23
$226K 0.16%
+1,100
24
$218K 0.15%
+4,400
25
$217K 0.15%
2,640
1
2 3 4 5