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
26
$1.79M 0.58%
26,231
-18,993
27
$1.76M 0.57%
40,118
+21,387
28
$1.57M 0.51%
3,281
+27
29
$1.51M 0.49%
26,272
-300
30
$1.34M 0.43%
56,342
-53,850
31
$1.33M 0.43%
58,336
-25,016
32
$1.29M 0.42%
32,440
+132
33
$1.29M 0.42%
49,593
+5,931
34
$1.26M 0.41%
4,784
35
$1.19M 0.39%
71,640
+33,637
36
$1.17M 0.38%
339,283
+191,402
37
$1.16M 0.38%
15,024
-19,540
38
$1.16M 0.38%
58,914
39
$1.14M 0.37%
+18,878
40
$1.04M 0.34%
17,724
-3,530
41
$1.04M 0.34%
16,287
-838
42
$1.04M 0.34%
41,216
-4,652
43
$1.04M 0.34%
2,053
44
$1M 0.33%
31,286
-17,766
45
$925K 0.3%
7,798
46
$925K 0.3%
+39,805
47
$910K 0.3%
24,350
+13,100
48
$884K 0.29%
22,017
49
$882K 0.29%
24,812
50
$875K 0.28%
20,541
+124
1
2
3 4 5