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
101
$145K 0.07%
2,829
102
$137K 0.07%
434
-60
103
$136K 0.07%
+1,125
104
$129K 0.06%
9,759
105
$125K 0.06%
509
106
$125K 0.06%
17,856
107
$120K 0.06%
7,959
+1,404
108
$112K 0.06%
1,300
-72
109
$106K 0.05%
333
110
$102K 0.05%
4,709
-257,172
111
$101K 0.05%
1,700
112
$97.5K 0.05%
251
113
$94K 0.05%
7,600
114
$90.6K 0.04%
2,330
-17,699
115
$88K 0.04%
3,331
116
$84.9K 0.04%
1,208
-1,010
117
$83.8K 0.04%
2,750
118
$81.9K 0.04%
965
119
$80.3K 0.04%
1,933
-78
120
$79.5K 0.04%
4,302
121
$78.4K 0.04%
9,600
122
$78.4K 0.04%
922
123
$74.9K 0.04%
826
-71
124
$72.1K 0.04%
1,113
125
$71.8K 0.04%
140
3 4
5
6 7