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
76
$410K 0.13%
2,527
+602
77
$406K 0.13%
56,632
-7,832
78
$369K 0.11%
713
79
$344K 0.11%
19,605
-3,509
80
$343K 0.11%
1,520
+235
81
$340K 0.11%
37,865
-4,190
82
$338K 0.11%
6,330
-8,584
83
$334K 0.1%
16,367
-814
84
$328K 0.1%
982
-150
85
$313K 0.1%
18,000
86
$312K 0.1%
832
87
$301K 0.09%
29,820
-1,129
88
$291K 0.09%
3,032
89
$275K 0.09%
4,248
-720
90
$263K 0.08%
996
+50
91
$263K 0.08%
1,944
92
$256K 0.08%
2,029
93
$249K 0.08%
2,556
94
$247K 0.08%
38,677
-6,521
95
$235K 0.07%
263
96
$233K 0.07%
2,641
-1,187
97
$229K 0.07%
259
-175
98
$229K 0.07%
10,113
+6,159
99
$220K 0.07%
4,855
+250
100
$220K 0.07%
5,410
+872
2 3
4
5 6