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
276
$1.55K ﹤0.01%
20
277
$1.51K ﹤0.01%
183
278
$1.5K ﹤0.01%
18
279
$1.46K ﹤0.01%
48
280
$1.43K ﹤0.01%
33
281
$1.37K ﹤0.01%
6
282
$1.34K ﹤0.01%
4
283
$1.3K ﹤0.01%
15
284
$1.11K ﹤0.01%
33
285
$807 ﹤0.01%
18
286
$776 ﹤0.01%
9
287
$772 ﹤0.01%
+6
288
$673 ﹤0.01%
14
-42
289
$565 ﹤0.01%
+250
290
$496 ﹤0.01%
2
-6
291
$455 ﹤0.01%
4
-12
292
$378 ﹤0.01%
6
293
$349 ﹤0.01%
2
294
$285 ﹤0.01%
4
-12
295
$279 ﹤0.01%
4
-12
296
$261 ﹤0.01%
5
-15
297
$202 ﹤0.01%
1
-2
298
$135 ﹤0.01%
4
-12
299
$89 ﹤0.01%
8
300
$70 ﹤0.01%
2
-22
10 11
12
13 14