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
$222M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$717K
3
+$519K
4
AAPL icon
Apple
AAPL
+$504K
5
PLBY icon
Playboy Inc
PLBY
+$485K

Top Sells

1
+$2.12M
2
+$1.95M
3
+$486K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$446K
5
PBR icon
Petrobras
PBR
+$378K

Sector Composition

1 Consumer Staples 16.3%
2 Technology 2.93%
3 Consumer Discretionary 2.44%
4 Healthcare 1.96%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.4M 20.02%
199,376
+2,142
2
$21.7M 9.76%
218,573
-21,349
3
$11.3M 5.08%
177,826
-7,030
4
$10.4M 4.67%
217,127
-40,863
5
$9.7M 4.37%
121,301
+6,489
6
$8.23M 3.71%
+305,020
7
$5.5M 2.48%
218,292
-10,692
8
$4.71M 2.12%
93,505
+6,012
9
$4.04M 1.82%
124,220
+90
10
$3.48M 1.57%
51,676
+3,746
11
$3.05M 1.38%
34,844
+21
12
$2.75M 1.24%
54,943
+4,062
13
$2.67M 1.2%
36,236
-227
14
$2.66M 1.2%
86,108
+9,021
15
$2.42M 1.09%
49,825
+353
16
$2.4M 1.08%
9,379
-415
17
$2.33M 1.05%
34,310
-200
18
$2.27M 1.02%
35,917
-635
19
$2.15M 0.97%
118,053
-8,121
20
$2.1M 0.95%
33,662
+3,143
21
$2.03M 0.91%
11,780
+1,100
22
$2M 0.9%
14,584
+3,680
23
$1.93M 0.87%
28,511
+2,252
24
$1.9M 0.85%
28,859
25
$1.8M 0.81%
6,639
+181
1
2 3 4 5