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
276
$2.57K ﹤0.01%
10
277
$2.3K ﹤0.01%
6
278
$2.08K ﹤0.01%
28
279
$1.89K ﹤0.01%
14
280
$1.82K ﹤0.01%
183
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$1.8K ﹤0.01%
9
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4
283
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284
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20
-147
285
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+27
286
$1.41K ﹤0.01%
8
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$1.21K ﹤0.01%
19
-133
289
$1.17K ﹤0.01%
12
290
$1.12K ﹤0.01%
100
291
$1.06K ﹤0.01%
6
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$998 ﹤0.01%
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$996 ﹤0.01%
14
294
$993 ﹤0.01%
10
295
$850 ﹤0.01%
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6
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$761 ﹤0.01%
22
298
$737 ﹤0.01%
10
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$729 ﹤0.01%
11
300
$660 ﹤0.01%
4
10 11
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