CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.57M
3
+$1.23M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.19M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.16M

Top Sells

1
+$6.72M
2
+$6.7M
3
+$5.56M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.19M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.76M

Sector Composition

1 Consumer Staples 18.13%
2 Consumer Discretionary 2.56%
3 Technology 2.4%
4 Healthcare 1.98%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.03K ﹤0.01%
36
252
$3.84K ﹤0.01%
33
253
$3.53K ﹤0.01%
21
254
$3.5K ﹤0.01%
72
255
$3.5K ﹤0.01%
+164
256
$3.45K ﹤0.01%
69
-140
257
$3.35K ﹤0.01%
102
258
$3.33K ﹤0.01%
33
259
$3.31K ﹤0.01%
15
260
$3.22K ﹤0.01%
24
261
$3.18K ﹤0.01%
6
262
$2.97K ﹤0.01%
18
263
$2.82K ﹤0.01%
330
-100
264
$2.71K ﹤0.01%
33
265
$2.66K ﹤0.01%
21
266
$2.58K ﹤0.01%
42
267
$2.51K ﹤0.01%
40
-12
268
$2.34K ﹤0.01%
240
269
$2.22K ﹤0.01%
48
270
$2.15K ﹤0.01%
21
271
$1.82K ﹤0.01%
12
272
$1.7K ﹤0.01%
100
273
$1.69K ﹤0.01%
16
274
$1.68K ﹤0.01%
12
275
$1.65K ﹤0.01%
3
9 10
11
12 13