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
76
$506K 0.23%
8,993
-229
77
$500K 0.22%
9,400
78
$471K 0.21%
1,725
+103
79
$467K 0.21%
+6,852
80
$437K 0.19%
1,890
81
$416K 0.19%
60,470
+9,178
82
$401K 0.18%
935
-10
83
$382K 0.17%
+25,000
84
$374K 0.17%
11,633
+1,940
85
$355K 0.16%
1,297
86
$351K 0.16%
4,390
87
$342K 0.15%
5,349
88
$337K 0.15%
43,574
+7,470
89
$329K 0.15%
2,140
90
$313K 0.14%
9,988
+214
91
$301K 0.13%
4,356
92
$293K 0.13%
786
93
$283K 0.13%
1,197
-35
94
$279K 0.12%
1,726
95
$273K 0.12%
3,594
+60
96
$268K 0.12%
621
-26
97
$267K 0.12%
984
+17
98
$254K 0.11%
897
99
$241K 0.11%
2,097
+25
100
$238K 0.11%
1,894
2 3
4
5 6