CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.57M
3
+$1.23M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.16M

Top Sells

1
+$6.72M
2
+$6.7M
3
+$5.56M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.19M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.76M

Sector Composition

1 Consumer Staples 18.13%
2 Consumer Discretionary 2.56%
3 Technology 2.4%
4 Healthcare 1.98%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.5K 0.01%
50
227
$10.3K 0.01%
250
228
$10.1K 0.01%
72
229
$9.81K ﹤0.01%
342
-67
230
$9.34K ﹤0.01%
30
231
$8.62K ﹤0.01%
100
232
$8.29K ﹤0.01%
22
233
$7.51K ﹤0.01%
1,170
234
$7.46K ﹤0.01%
167
235
$7.16K ﹤0.01%
142
-21
236
$6.78K ﹤0.01%
650
-650
237
$6.73K ﹤0.01%
40
238
$6.5K ﹤0.01%
36
239
$6.49K ﹤0.01%
28
240
$6.43K ﹤0.01%
69
241
$5.91K ﹤0.01%
88
242
$5.31K ﹤0.01%
84
243
$5.14K ﹤0.01%
12
244
$5.13K ﹤0.01%
155
245
$4.89K ﹤0.01%
57
246
$4.8K ﹤0.01%
18
247
$4.5K ﹤0.01%
21
248
$4.46K ﹤0.01%
144
249
$4.44K ﹤0.01%
18
250
$4.41K ﹤0.01%
7
8 9
10
11 12