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
$225M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$530K
3
+$467K
4
SBUX icon
Starbucks
SBUX
+$395K
5
JBLU icon
JetBlue
JBLU
+$382K

Top Sells

1
+$3.1M
2
+$714K
3
+$680K
4
CLVR
Clever Leaves Holdings Inc. Common Shares
CLVR
+$452K
5
DDS icon
Dillards
DDS
+$273K

Sector Composition

1 Consumer Staples 13.89%
2 Technology 2.76%
3 Consumer Discretionary 2.63%
4 Communication Services 1.85%
5 Financials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.76%
83,809
+13,053
27
$1.7M 0.75%
6,015
-624
28
$1.62M 0.72%
15,896
29
$1.45M 0.64%
27,519
+199
30
$1.43M 0.64%
57,072
+916
31
$1.42M 0.63%
24,475
32
$1.4M 0.62%
62,394
+3,891
33
$1.37M 0.61%
8,355
+44
34
$1.34M 0.6%
354,025
+25,282
35
$1.29M 0.58%
5,511
36
$1.27M 0.57%
90,055
37
$1.15M 0.51%
5,802
38
$1.09M 0.48%
41,218
-114
39
$1.05M 0.47%
17,155
+6
40
$1.05M 0.47%
13,960
+562
41
$1.05M 0.47%
24,588
+1,750
42
$1.04M 0.46%
10,281
+316
43
$1.04M 0.46%
26,618
-92
44
$1M 0.45%
7,500
45
$975K 0.43%
9,012
+178
46
$942K 0.42%
27,955
+1,264
47
$923K 0.41%
11,204
+84
48
$877K 0.39%
27,281
49
$866K 0.39%
46,760
50
$840K 0.37%
16,681
+800
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2
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