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
$190M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$730K
3
+$683K
4
GE icon
GE Aerospace
GE
+$577K
5
META icon
Meta Platforms (Facebook)
META
+$453K

Top Sells

1
+$1.02M
2
+$258K
3
+$106K
4
NPK icon
National Presto Industries
NPK
+$86K
5
LLY icon
Eli Lilly
LLY
+$75.1K

Sector Composition

1 Consumer Staples 45.54%
2 Healthcare 1.82%
3 Materials 1.82%
4 Technology 1.54%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.1M 25.8%
601,950
2
$34.6M 18.17%
573,184
3
$32.4M 17.03%
216,552
-6,820
4
$19M 10%
365,722
5
$14.4M 7.54%
265,786
+378
6
$3.57M 1.88%
73,874
7
$2.79M 1.47%
59,027
+905
8
$1.94M 1.02%
57,296
+174
9
$1.59M 0.83%
40,560
10
$1.52M 0.8%
15,234
+30
11
$1.33M 0.7%
30,980
12
$1.21M 0.64%
131,008
+73,865
13
$1.15M 0.6%
6,673
+4,973
14
$1.12M 0.59%
44,024
+28,777
15
$1.08M 0.57%
9,430
+661
16
$951K 0.5%
8,438
+3,099
17
$834K 0.44%
17,145
+1,795
18
$768K 0.4%
26,370
+9,417
19
$749K 0.39%
53,704
+23,110
20
$739K 0.39%
6,885
-700
21
$706K 0.37%
17,249
+7,010
22
$654K 0.34%
5,037
+2,510
23
$636K 0.33%
11,761
+10,678
24
$631K 0.33%
2,172
+23
25
$587K 0.31%
2,143
+965
1
2 3 4 5