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
326
– –
-6
327
– –
-28
328
– –
-897
329
– –
-2
330
– –
-2,330
331
– –
-5
332
– –
-280
333
– –
-302,298
334
– –
-2,030
335
– –
-22,962
336
– –
-2,339
337
– –
-5,439
338
– –
-247,256
339
– –
-4,313
340
– –
-22,017
341
– –
-168
342
– –
-4,763
343
– –
-4,210
344
– –
-300
345
– –
-701
346
– –
-3,400
347
– –
-500
10 11 12 13
14