CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$2.5M
2
+$1.14M
3
+$949K
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$947K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$931K

Top Sells

1
+$1.5M
2
+$1.3M
3
+$1.28M
4
MO icon
Altria Group
MO
+$970K
5
PM icon
Philip Morris
PM
+$873K

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
351
– –
-129
352
– –
-4
353
– –
-4
354
– –
-19,916
355
– –
-4,950
356
– –
-1,135
357
– –
-29
11 12 13 14
15