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
$162M
AUM Growth
-$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$744K
3
+$348K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$276K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$219K

Top Sells

1
+$1.74M
2
+$228K
3
+$132K
4
META icon
Meta Platforms (Facebook)
META
+$88K
5
OKE icon
Oneok
OKE
+$61.4K

Sector Composition

1 Consumer Staples 46.8%
2 Energy 2.27%
3 Financials 2.06%
4 Technology 1.43%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.8M 27.7%
450,475
2
$29.4M 18.2%
216,845
+8,017
3
$28.2M 17.45%
452,578
4
$14.2M 8.79%
261,327
5
$13.5M 8.37%
239,383
+13,164
6
$2.92M 1.81%
59,685
7
$2.05M 1.27%
46,945
8
$1.85M 1.15%
56,854
-6,986
9
$1.66M 1.02%
40,560
10
$1.52M 0.94%
15,204
+942
11
$1.29M 0.8%
31,030
12
$770K 0.48%
8,436
+310
13
$672K 0.42%
5,342
+173
14
$666K 0.41%
10,694
15
$649K 0.4%
15,137
+822
16
$591K 0.37%
53,343
+31,408
17
$583K 0.36%
7,537
+495
18
$569K 0.35%
2,161
+82
19
$557K 0.34%
21,150
20
$471K 0.29%
34,092
+5,740
21
$441K 0.27%
2,211
-71
22
$438K 0.27%
11,222
+915
23
$427K 0.26%
10,239
+803
24
$412K 0.25%
15,319
+2,922
25
$406K 0.25%
16,953
+3,785
1
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