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
$322M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.37M
3
+$957K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$523K
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$488K

Top Sells

1
+$2.4M
2
+$1.16M
3
+$1.14M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$950K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$925K

Sector Composition

1 Consumer Staples 9.1%
2 Technology 2.55%
3 Consumer Discretionary 2.45%
4 Financials 1.96%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.16K ﹤0.01%
69
227
$6.36K ﹤0.01%
18
228
$5.9K ﹤0.01%
1,100
-550
229
$5.68K ﹤0.01%
420
230
$5.01K ﹤0.01%
12
231
$4.97K ﹤0.01%
144
232
$4.51K ﹤0.01%
41
233
$4.17K ﹤0.01%
105
234
$4.08K ﹤0.01%
24
235
$4.02K ﹤0.01%
48
236
$3.93K ﹤0.01%
15
237
$3.58K ﹤0.01%
22
-11
238
$3.51K ﹤0.01%
6
239
$3.46K ﹤0.01%
55
240
$3.39K ﹤0.01%
68
241
$3.3K ﹤0.01%
33
242
$2.84K ﹤0.01%
21
243
$2.69K ﹤0.01%
40
244
$2.58K ﹤0.01%
10
245
$2.34K ﹤0.01%
9
246
$2.07K ﹤0.01%
4
247
$2.05K ﹤0.01%
28
248
$1.91K ﹤0.01%
183
249
$1.9K ﹤0.01%
14
250
$1.82K ﹤0.01%
79
-1,390
8 9
10
11 12