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
$247M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$3.87M
3
+$2.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.06M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$904K

Top Sells

1
+$1.12M
2
+$976K
3
+$969K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$941K
5
AAPL icon
Apple
AAPL
+$883K

Sector Composition

1 Consumer Staples 13.15%
2 Consumer Discretionary 3.73%
3 Technology 2.59%
4 Financials 2.41%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.3M 18.32%
198,954
-1,925
2
$18.9M 7.63%
232,729
+104,257
3
$17.8M 7.19%
189,217
+564
4
$10.8M 4.37%
206,766
-2,960
5
$8.34M 3.37%
302,298
-1,337
6
$7.44M 3.01%
129,220
7
$6.83M 2.76%
238,925
+87,039
8
$6.53M 2.64%
261,881
+3
9
$5.74M 2.32%
72,643
+49,002
10
$5.56M 2.25%
211,563
-8,205
11
$4.68M 1.89%
87,568
-6,419
12
$4.38M 1.77%
124,490
13
$4.12M 1.67%
66,191
+14,510
14
$3.34M 1.35%
72,145
+3,086
15
$3.27M 1.32%
34,276
16
$3.18M 1.29%
34,862
+8
17
$2.89M 1.17%
17,720
+3,580
18
$2.79M 1.13%
35,981
-186
19
$2.57M 1.04%
9,787
-606
20
$2.49M 1.01%
49,844
+1
21
$2.24M 0.91%
16,985
+15,595
22
$2.19M 0.89%
37,689
+4,205
23
$2.14M 0.87%
34,149
+2,727
24
$2.09M 0.85%
6,783
+114
25
$2.06M 0.83%
11,425
+2,399
1
2 3 4 5