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
126
$129K 0.06%
4,754
+450
127
$127K 0.06%
388
128
$121K 0.05%
569
129
$114K 0.05%
1,382
130
$100K 0.04%
1,005
131
$96K 0.04%
859
+70
132
$95K 0.04%
2,800
133
$95K 0.04%
525
+81
134
$94K 0.04%
1,348
135
$90K 0.04%
922
136
$89K 0.04%
1,780
137
$82K 0.04%
1,000
138
$80K 0.04%
1,561
139
$78K 0.03%
510
140
$78K 0.03%
4,362
141
$72K 0.03%
640
-185
142
$70K 0.03%
155
143
$70K 0.03%
805
-3
144
$70K 0.03%
4,629
145
$70K 0.03%
1,400
146
$69K 0.03%
1,424
147
$68K 0.03%
1,610
148
$67K 0.03%
1,230
149
$63K 0.03%
2,081
150
$62K 0.03%
3,600
4 5
6
7 8