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
$201M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$1.14M
3
+$953K
4
PBR icon
Petrobras
PBR
+$874K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$723K

Top Sells

1
+$8.08M
2
+$4.14M
3
+$1.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
RIG icon
Transocean
RIG
+$1.02M

Sector Composition

1 Consumer Staples 19.58%
2 Consumer Discretionary 2.2%
3 Technology 2.15%
4 Healthcare 2.08%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.8M 20.28%
197,234
+32
2
$21.3M 10.59%
239,922
-91,070
3
$13.2M 6.57%
257,990
-80,893
4
$11.2M 5.58%
184,856
-1,086
5
$8.47M 4.21%
+114,812
6
$5.57M 2.77%
228,984
+1,662
7
$4.22M 2.1%
87,493
+365
8
$3.68M 1.83%
124,130
+5,130
9
$3.02M 1.5%
47,930
10
$2.84M 1.41%
34,823
-15,932
11
$2.52M 1.26%
36,463
+16
12
$2.52M 1.25%
50,881
+72
13
$2.32M 1.16%
9,794
-5,019
14
$2.25M 1.12%
77,087
+4,503
15
$2.19M 1.09%
49,472
+4,040
16
$2.17M 1.08%
126,174
+1,503
17
$2.17M 1.08%
36,552
+7,296
18
$2.12M 1.05%
34,510
-1,000
19
$1.81M 0.9%
30,519
+7
20
$1.81M 0.9%
28,859
21
$1.8M 0.9%
26,259
22
$1.66M 0.82%
72,427
+3,484
23
$1.65M 0.82%
10,680
+2,640
24
$1.65M 0.82%
66,216
-3,900
25
$1.62M 0.81%
15,894
+10
1
2 3 4 5