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
$248M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.97M
3
+$609K
4
MDLZ icon
Mondelez International
MDLZ
+$461K
5
AMGN icon
Amgen
AMGN
+$436K

Top Sells

1
+$2.95M
2
+$2.73M
3
+$453K
4
CVX icon
Chevron
CVX
+$296K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Consumer Staples 13.21%
2 Technology 3.28%
3 Consumer Discretionary 3.27%
4 Financials 2.36%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.5M 19.59%
200,879
+1,801
2
$17.9M 7.24%
188,653
+2,797
3
$11.3M 4.56%
128,472
+6,935
4
$9.94M 4.01%
209,726
-3,480
5
$8.8M 3.55%
303,635
6
$7.92M 3.2%
129,220
-48,110
7
$6.84M 2.76%
261,878
-104,582
8
$5.92M 2.39%
219,768
-123
9
$5.22M 2.11%
93,987
+127
10
$4.87M 1.97%
151,886
+65,309
11
$4.59M 1.86%
124,490
+250
12
$3.53M 1.42%
51,681
+5
13
$3.38M 1.37%
69,059
+7,190
14
$3.38M 1.37%
34,854
+10
15
$2.93M 1.18%
36,167
-69
16
$2.91M 1.18%
34,276
-34
17
$2.88M 1.16%
10,393
+356
18
$2.65M 1.07%
49,843
19
$2.39M 0.96%
13,445
-1,072
20
$2.36M 0.95%
14,140
+1,620
21
$2.29M 0.93%
34,669
+1
22
$2.24M 0.91%
6,669
+654
23
$2.2M 0.89%
112,824
-3,975
24
$2.08M 0.84%
31,422
+6,947
25
$2.03M 0.82%
33,484
-178
1
2 3 4 5