CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$9.7M
2
+$567K
3
+$536K
4
SBUX icon
Starbucks
SBUX
+$419K
5
JBLU icon
JetBlue
JBLU
+$384K

Top Sells

1
+$3.29M
2
+$706K
3
+$671K
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
-21
254
$2K ﹤0.01%
39
255
$2K ﹤0.01%
280
256
$2K ﹤0.01%
67
257
$2K ﹤0.01%
21
258
$2K ﹤0.01%
8
259
$1K ﹤0.01%
12
260
$1K ﹤0.01%
6
261
$1K ﹤0.01%
9
262
$1K ﹤0.01%
21
263
$1K ﹤0.01%
183
264
$1K ﹤0.01%
25
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265
$1K ﹤0.01%
100
266
$0 ﹤0.01%
7
-14
267
$0 ﹤0.01%
4
+2
268
– –
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269
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270
– –
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271
– –
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272
– –
-3,416
273
– –
-5,353
274
$0 ﹤0.01%
4
-1,564
275
– –
-3,326
8 9 10
11
12