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
$304M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Sells

1 +$1.63M
2 +$635K
3 +$540K
4
HSY icon
Hershey
HSY
+$357K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$345K

Sector Composition

1 Consumer Staples 9.24%
2 Technology 3%
3 Financials 2.26%
4 Consumer Discretionary 2.16%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$16.9K 0.01%
535
227
$16.9K 0.01%
63
+48
228
$16.8K 0.01%
148
229
$16.6K 0.01%
11
+1
230
$16.4K 0.01%
375
231
$16.3K 0.01%
175
232
$16.2K 0.01%
119
+49
233
$15.8K 0.01%
30
-2
234
$15.7K 0.01%
+156
235
$15.6K 0.01%
24
236
$14.8K ﹤0.01%
+58
237
$14.7K ﹤0.01%
106
238
$14.6K ﹤0.01%
+71
239
$14.5K ﹤0.01%
63
240
$13.6K ﹤0.01%
167
241
$13.3K ﹤0.01%
+1,650
242
$13.2K ﹤0.01%
72
243
$12.7K ﹤0.01%
214
244
$12.7K ﹤0.01%
+201
245
$12.6K ﹤0.01%
+98
246
$12.4K ﹤0.01%
+26
247
$12K ﹤0.01%
+210
248
$11.6K ﹤0.01%
225
249
$11.5K ﹤0.01%
+182
250
$11.5K ﹤0.01%
129
-71