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
76
$287K 0.14%
6,086
77
$280K 0.14%
4,206
78
$273K 0.13%
4,300
79
$271K 0.13%
1,266
-31
80
$265K 0.13%
2,201
81
$257K 0.13%
2,138
82
$254K 0.13%
2,556
83
$247K 0.12%
4,307
-4,322
84
$243K 0.12%
5,800
85
$242K 0.12%
2,200
+1,800
86
$237K 0.12%
1,564
-646
87
$236K 0.12%
1,458
-108
88
$227K 0.11%
5,572
-2,938
89
$223K 0.11%
2,731
90
$214K 0.11%
1,894
91
$208K 0.1%
1,200
92
$197K 0.1%
3,743
-5,827
93
$195K 0.1%
1,474
94
$175K 0.09%
455
+146
95
$174K 0.09%
20,855
96
$166K 0.08%
1,416
97
$166K 0.08%
492
98
$158K 0.08%
1,434
99
$148K 0.07%
+13,035
100
$146K 0.07%
+16,862
2 3
4
5 6