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
51
$780K 0.24%
15,827
52
$715K 0.22%
9,967
53
$695K 0.22%
4,510
-430
54
$685K 0.21%
9,576
55
$649K 0.2%
4,407
+1,599
56
$637K 0.2%
155,327
-183,956
57
$630K 0.2%
5,190
-9,390
58
$625K 0.19%
1,358
-76
59
$599K 0.19%
719
-11
60
$583K 0.18%
29,065
-4,301
61
$564K 0.18%
21,516
-3,765
62
$545K 0.17%
10,578
-1,410
63
$527K 0.16%
8,923
+48
64
$523K 0.16%
+2,366
65
$519K 0.16%
17,594
+16,563
66
$517K 0.16%
19,067
67
$510K 0.16%
48,315
-8,900
68
$500K 0.16%
2,056
-866
69
$489K 0.15%
1,778
-443
70
$488K 0.15%
16,764
+450
71
$470K 0.15%
1,716
72
$467K 0.14%
21,213
-17,953
73
$445K 0.14%
6,816
-951
74
$414K 0.13%
721
75
$413K 0.13%
97,212
-11,012
1 2
3
4 5