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
101
$224K 0.1%
4,122
102
$223K 0.1%
4,100
-280
103
$216K 0.1%
2,766
104
$207K 0.09%
5,800
105
$202K 0.09%
3,408
-100
106
$200K 0.09%
1,380
107
$195K 0.09%
1,314
+238
108
$189K 0.08%
3,625
+2,350
109
$185K 0.08%
4,954
+3
110
$180K 0.08%
1,764
-25
111
$179K 0.08%
1,662
112
$172K 0.08%
3,234
113
$167K 0.07%
6,512
+458
114
$162K 0.07%
3,552
115
$159K 0.07%
3,575
116
$156K 0.07%
290
117
$155K 0.07%
2,908
+779
118
$152K 0.07%
3,530
119
$151K 0.07%
262
120
$150K 0.07%
7,240
121
$146K 0.06%
241
122
$145K 0.06%
1,200
123
$138K 0.06%
3,400
124
$135K 0.06%
2,050
125
$133K 0.06%
2,831
-6
3 4
5
6 7