CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$9.7M
2
+$567K
3
+$536K
4
SBUX icon
Starbucks
SBUX
+$419K
5
JBLU icon
JetBlue
JBLU
+$384K

Top Sells

1
+$3.29M
2
+$706K
3
+$671K
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
233
$8K ﹤0.01%
24
234
$8K ﹤0.01%
112
235
$8K ﹤0.01%
40
236
$8K ﹤0.01%
190
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
11 12