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
$322M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.37M
3
+$957K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$523K
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$488K

Top Sells

1
+$2.4M
2
+$1.16M
3
+$1.14M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$950K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$925K

Sector Composition

1 Consumer Staples 9.1%
2 Technology 2.55%
3 Consumer Discretionary 2.45%
4 Financials 1.96%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.58%
26,231
27
$1.82M 0.56%
7,801
-735
28
$1.8M 0.56%
75,912
+17,576
29
$1.66M 0.52%
20,945
+5,921
30
$1.62M 0.5%
25,769
-503
31
$1.52M 0.47%
59,080
+2,738
32
$1.48M 0.46%
32,440
33
$1.46M 0.45%
52,836
+3,243
34
$1.32M 0.41%
4,784
35
$1.29M 0.4%
64,850
-6,790
36
$1.24M 0.39%
2,548
-733
37
$1.19M 0.37%
18,420
-458
38
$1.14M 0.35%
43,748
+2,532
39
$1.12M 0.35%
46,746
+19,173
40
$1.12M 0.35%
29,030
+7,121
41
$1.1M 0.34%
16,287
42
$1.06M 0.33%
31,134
-152
43
$995K 0.31%
7,762
-36
44
$957K 0.3%
+22,546
45
$931K 0.29%
1,626
-427
46
$908K 0.28%
22,017
47
$879K 0.27%
24,812
48
$858K 0.27%
20,666
49
$846K 0.26%
7,973
-1,682
50
$784K 0.24%
17,091
-3,450
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2
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