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
251
$1.65K ﹤0.01%
8
252
$1.53K ﹤0.01%
16
253
$1.32K ﹤0.01%
12
254
$1.29K ﹤0.01%
33
255
$1.17K ﹤0.01%
100
256
$1.11K ﹤0.01%
14
257
$962 ﹤0.01%
10
258
$953 ﹤0.01%
6
259
$892 ﹤0.01%
22
260
$828 ﹤0.01%
11
261
$693 ﹤0.01%
4
262
$648 ﹤0.01%
10
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$507 ﹤0.01%
6
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$141 ﹤0.01%
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265
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270
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275
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9 10
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12 13