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
$225M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$530K
3
+$467K
4
SBUX icon
Starbucks
SBUX
+$395K
5
JBLU icon
JetBlue
JBLU
+$382K

Top Sells

1
+$3.1M
2
+$714K
3
+$680K
4
CLVR
Clever Leaves Holdings Inc. Common Shares
CLVR
+$452K
5
DDS icon
Dillards
DDS
+$273K

Sector Composition

1 Consumer Staples 13.89%
2 Technology 2.76%
3 Consumer Discretionary 2.63%
4 Communication Services 1.85%
5 Financials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K ﹤0.01%
40
227
$10K ﹤0.01%
49
228
$10K ﹤0.01%
36
229
$10K ﹤0.01%
140
230
$10K ﹤0.01%
440
231
$10K ﹤0.01%
100
232
$9K ﹤0.01%
36
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$8K ﹤0.01%
24
234
$8K ﹤0.01%
112
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$8K ﹤0.01%
40
236
$8K ﹤0.01%
95
237
$8K ﹤0.01%
167
-1,938
238
$7K ﹤0.01%
163
239
$7K ﹤0.01%
48
240
$7K ﹤0.01%
128
-1,799
241
$6K ﹤0.01%
21
242
$6K ﹤0.01%
580
243
$6K ﹤0.01%
68
244
$6K ﹤0.01%
35
245
$6K ﹤0.01%
73
246
$6K ﹤0.01%
282
247
$6K ﹤0.01%
152
+50
248
$5K ﹤0.01%
28
249
$5K ﹤0.01%
57
-57
250
$5K ﹤0.01%
250
8 9
10
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