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
51
$795K 0.26%
21,909
+5,290
52
$784K 0.25%
17,787
+1,766
53
$768K 0.25%
15,827
-4,470
54
$767K 0.25%
20,666
55
$756K 0.25%
11,988
56
$748K 0.24%
39,166
+277
57
$747K 0.24%
730
-5
58
$720K 0.23%
4,940
-5,925
59
$717K 0.23%
57,215
+235
60
$695K 0.23%
9,655
+93
61
$663K 0.22%
9,967
62
$649K 0.21%
25,281
63
$636K 0.21%
33,366
-425
64
$628K 0.2%
2,922
-726
65
$628K 0.2%
9,576
66
$624K 0.2%
14,914
+2,177
67
$616K 0.2%
27,573
68
$583K 0.19%
1,434
+7
69
$583K 0.19%
2,221
+10
70
$579K 0.19%
108,224
71
$515K 0.17%
8,875
+46
72
$511K 0.17%
23,114
73
$507K 0.16%
17,181
+50
74
$473K 0.15%
16,314
-475
75
$473K 0.15%
64,464
+28,453
1 2
3
4 5