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
$308M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.16M
3
+$1.14M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$940K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$925K

Top Sells

1
+$1.51M
2
+$1.3M
3
+$1.28M
4
MO icon
Altria Group
MO
+$996K
5
PM icon
Philip Morris
PM
+$905K

Sector Composition

1 Consumer Staples 9.13%
2 Technology 3.24%
3 Consumer Discretionary 2.29%
4 Financials 1.8%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.3K ﹤0.01%
100
227
$10.7K ﹤0.01%
225
228
$10.5K ﹤0.01%
+1,000
229
$10.3K ﹤0.01%
49
-22
230
$9.43K ﹤0.01%
39
231
$9.16K ﹤0.01%
1,650
232
$9.08K ﹤0.01%
69
233
$9.05K ﹤0.01%
225
+100
234
$8.94K ﹤0.01%
7
235
$8.82K ﹤0.01%
40
-18
236
$8.67K ﹤0.01%
396
-694
237
$8.57K ﹤0.01%
100
238
$8.54K ﹤0.01%
20
239
$8.44K ﹤0.01%
140
-61
240
$8.05K ﹤0.01%
100
-188
241
$8.01K ﹤0.01%
18
242
$7.89K ﹤0.01%
12
-12
243
$7.83K ﹤0.01%
41
-22
244
$7.5K ﹤0.01%
+2,748
245
$7.29K ﹤0.01%
167
246
$7.13K ﹤0.01%
40
247
$7.08K ﹤0.01%
150
248
$6.92K ﹤0.01%
420
249
$6.91K ﹤0.01%
21
250
$6.46K ﹤0.01%
24
-11
8 9
10
11 12