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
51
$572K 0.28%
15,478
-4,674
52
$547K 0.27%
2,047
53
$540K 0.27%
38,860
-4,100
54
$533K 0.26%
44,162
55
$520K 0.26%
2,504
+55
56
$520K 0.26%
11,406
-2,118
57
$519K 0.26%
19,024
-31,098
58
$514K 0.25%
9,777
+52
59
$505K 0.25%
28,350
-48,348
60
$488K 0.24%
8,804
-57,588
61
$488K 0.24%
9,483
+26
62
$479K 0.24%
10,261
-18,782
63
$461K 0.23%
1,259
-410
64
$435K 0.21%
1,409
65
$391K 0.19%
7,977
+7,860
66
$385K 0.19%
19,778
67
$352K 0.17%
3,995
68
$346K 0.17%
1,958
+1,140
69
$340K 0.17%
4,819
-500
70
$329K 0.16%
9,614
-150
71
$317K 0.16%
830
-205
72
$311K 0.15%
1,524
-430
73
$310K 0.15%
1,727
74
$310K 0.15%
29,089
+26,242
75
$309K 0.15%
10,395
+2,400
1 2
3
4 5