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
$168M
AUM Growth
-$682K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$758K
3
+$722K
4
PCG icon
PG&E
PCG
+$214K
5
PAGP icon
Plains GP Holdings
PAGP
+$209K

Top Sells

1
+$3.19M
2
+$2.19M
3
+$1.58M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$726K
5
CVX icon
Chevron
CVX
+$631K

Sector Composition

1 Consumer Staples 49.32%
2 Energy 2.25%
3 Financials 2.06%
4 Healthcare 1.34%
5 Technology 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.6M 28.35%
450,475
-20,765
2
$32.3M 19.25%
452,578
-22,110
3
$28.7M 17.07%
208,828
+12,100
4
$14.3M 8.52%
261,327
-13,263
5
$12.9M 7.66%
226,219
+13,338
6
$2.91M 1.74%
59,685
+1,895
7
$2.13M 1.27%
63,840
-95,830
8
$2.11M 1.26%
46,945
9
$1.74M 1.04%
23,405
+9,727
10
$1.68M 1%
40,560
-1,000
11
$1.43M 0.85%
14,262
-1,268
12
$1.33M 0.79%
31,030
13
$832K 0.5%
10,694
14
$695K 0.41%
8,126
-718
15
$639K 0.38%
5,169
+646
16
$595K 0.35%
7,042
+80
17
$567K 0.34%
21,150
18
$555K 0.33%
2,079
+374
19
$548K 0.33%
14,315
-65
20
$452K 0.27%
2,282
-162
21
$449K 0.27%
9,436
+903
22
$409K 0.24%
2,926
-129
23
$402K 0.24%
2,408
-12
24
$387K 0.23%
10,307
+130
25
$364K 0.22%
12,397
+600
1
2 3 4 5