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
101
$207K 0.07%
263
-5
102
$201K 0.07%
1,745
+111
103
$200K 0.07%
347
-12
104
$200K 0.06%
9,759
105
$199K 0.06%
2,556
106
$190K 0.06%
6,439
107
$189K 0.06%
4,605
-1,050
108
$171K 0.06%
936
-6
109
$170K 0.06%
991
110
$167K 0.05%
484
111
$164K 0.05%
1,636
+625
112
$162K 0.05%
4,538
+1,000
113
$156K 0.05%
1,264
-110
114
$156K 0.05%
5,588
-1,325
115
$128K 0.04%
185,178
+2,000
116
$128K 0.04%
1,337
+24
117
$121K 0.04%
142
-4
118
$120K 0.04%
4,709
119
$118K 0.04%
1,567
120
$116K 0.04%
+1,700
121
$113K 0.04%
443
122
$113K 0.04%
2,713
+200
123
$112K 0.04%
1,437
-149
124
$112K 0.04%
3,606
-1,386
125
$111K 0.04%
2,280
3 4
5
6 7