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
101
$213K 0.07%
925
-50
102
$210K 0.07%
3,445
-14,279
103
$204K 0.06%
347
104
$196K 0.06%
484
105
$196K 0.06%
991
106
$192K 0.06%
9,759
107
$188K 0.06%
7,679
+1,240
108
$180K 0.06%
2,225
+525
109
$177K 0.06%
1,511
-234
110
$176K 0.05%
889
-47
111
$164K 0.05%
5,659
+71
112
$150K 0.05%
2,835
+555
113
$144K 0.04%
1,264
114
$139K 0.04%
1,567
115
$128K 0.04%
443
116
$128K 0.04%
5,522
117
$127K 0.04%
4,709
118
$126K 0.04%
142
119
$123K 0.04%
2,743
+100
120
$122K 0.04%
2,600
+200
121
$120K 0.04%
2,638
-75
122
$115K 0.04%
965
123
$113K 0.04%
537
124
$113K 0.04%
230
125
$108K 0.03%
645
+128
3 4
5
6 7