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
$225M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$530K
3
+$467K
4
SBUX icon
Starbucks
SBUX
+$395K
5
JBLU icon
JetBlue
JBLU
+$382K

Top Sells

1
+$3.1M
2
+$714K
3
+$680K
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
251
$4K ﹤0.01%
48
252
$4K ﹤0.01%
68
-475
253
$4K ﹤0.01%
7
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254
$2K ﹤0.01%
39
255
$2K ﹤0.01%
280
256
$2K ﹤0.01%
28
257
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21
258
$2K ﹤0.01%
8
259
$1K ﹤0.01%
183
260
$1K ﹤0.01%
12
261
$1K ﹤0.01%
6
262
$1K ﹤0.01%
9
263
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$1K ﹤0.01%
25
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$1K ﹤0.01%
100
266
– –
-3,326
267
$0 ﹤0.01%
7
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268
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4
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269
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270
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271
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-2,816
272
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273
– –
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274
– –
-3,416
275
– –
-5,353
8 9 10
11
12