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
51
$824K 0.37%
2,427
+181
52
$806K 0.36%
22,017
53
$804K 0.36%
8,398
+1,274
54
$795K 0.35%
14,457
-61
55
$794K 0.35%
24,199
-364
56
$774K 0.34%
39,740
+1,220
57
$771K 0.34%
18,722
+553
58
$768K 0.34%
25,272
+544
59
$757K 0.34%
2,502
-2,359
60
$745K 0.33%
20,536
61
$721K 0.32%
3,236
+168
62
$690K 0.31%
11,734
+671
63
$677K 0.3%
6,135
+3,579
64
$677K 0.3%
29,225
65
$633K 0.28%
8,088
+800
66
$621K 0.28%
34,418
+5,691
67
$585K 0.26%
30,258
-164
68
$574K 0.26%
1,604
69
$566K 0.25%
22,815
70
$561K 0.25%
5,432
71
$535K 0.24%
9,607
72
$530K 0.24%
+20,428
73
$525K 0.23%
22,276
+9,801
74
$518K 0.23%
14,071
+451
75
$509K 0.23%
9,990
+3,289
1 2
3
4 5