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
76
$466K 0.15%
19,067
77
$441K 0.14%
7,767
+48
78
$441K 0.14%
1,716
-24
79
$439K 0.14%
2,808
+245
80
$427K 0.14%
29,446
81
$418K 0.14%
+4,968
82
$405K 0.13%
+30,949
83
$396K 0.13%
713
84
$393K 0.13%
434
-31
85
$392K 0.13%
721
+10
86
$374K 0.12%
42,055
+145
87
$350K 0.11%
13,376
88
$311K 0.1%
3,828
-497
89
$303K 0.1%
832
90
$291K 0.09%
1,285
+50
91
$287K 0.09%
3,032
92
$281K 0.09%
1,925
+19
93
$277K 0.09%
1,132
+11
94
$266K 0.09%
18,000
95
$244K 0.08%
45,198
96
$240K 0.08%
975
-50
97
$235K 0.08%
1,944
98
$229K 0.07%
946
-55
99
$228K 0.07%
2,029
100
$213K 0.07%
2,317
-39
2 3
4
5 6