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
251
$6.27K ﹤0.01%
21
-9
252
$6.22K ﹤0.01%
34
-85
253
$6.19K ﹤0.01%
+50
254
$6.18K ﹤0.01%
14
255
$5.96K ﹤0.01%
82
256
$5.72K ﹤0.01%
33
257
$5.63K ﹤0.01%
12
258
$5.46K ﹤0.01%
18
-43
259
$5.04K ﹤0.01%
49
-22
260
$4.82K ﹤0.01%
144
261
$4.48K ﹤0.01%
12
262
$4.18K ﹤0.01%
105
263
$4.05K ﹤0.01%
8
264
$3.96K ﹤0.01%
24
-39
265
$3.7K ﹤0.01%
48
-58
266
$3.55K ﹤0.01%
15
-48
267
$3.39K ﹤0.01%
143
268
$3.29K ﹤0.01%
21
269
$3.25K ﹤0.01%
55
-245
270
$3.21K ﹤0.01%
68
271
$3.06K ﹤0.01%
6
-6
272
$3.03K ﹤0.01%
11
273
$2.94K ﹤0.01%
+33
274
$2.85K ﹤0.01%
60
-947
275
$2.58K ﹤0.01%
40
9 10
11
12 13