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
26
$1.06M 0.52%
31,020
+9,230
27
$1.03M 0.51%
21,667
-463
28
$1.02M 0.5%
87,746
-3,420
29
$989K 0.49%
11,768
-1,355
30
$954K 0.47%
10,808
31
$953K 0.47%
5,541
+22
32
$951K 0.47%
45,107
+15,097
33
$922K 0.46%
2,625
+106
34
$896K 0.44%
6,893
35
$815K 0.4%
4,805
-1,788
36
$813K 0.4%
4,764
-1,068
37
$785K 0.39%
38,750
-3,134
38
$774K 0.38%
20,417
39
$745K 0.37%
13,693
-19,038
40
$720K 0.36%
7,230
-4,242
41
$719K 0.35%
14,103
+60
42
$709K 0.35%
+25,477
43
$702K 0.35%
28,289
+4,561
44
$690K 0.34%
23,733
+1,958
45
$675K 0.33%
23,133
+4,629
46
$639K 0.32%
37,219
-21,866
47
$630K 0.31%
15,996
-12
48
$620K 0.31%
33,699
-33,212
49
$606K 0.3%
5,466
-1,998
50
$594K 0.29%
5,487
+16
1
2
3 4 5