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
126
$70.6K 0.03%
1,610
127
$69.4K 0.03%
1,780
128
$67.6K 0.03%
500
-25
129
$65.4K 0.03%
143
130
$64.6K 0.03%
4,420
-3,000
131
$62.5K 0.03%
817
132
$61.8K 0.03%
143
-49
133
$60.7K 0.03%
156
-33
134
$58.8K 0.03%
604
135
$57.4K 0.03%
230
136
$56.5K 0.03%
2,081
137
$55.7K 0.03%
600
138
$55.2K 0.03%
20,064
139
$55K 0.03%
1,424
140
$53.8K 0.03%
3,600
141
$52.3K 0.03%
640
142
$51.8K 0.03%
4,629
143
$50.6K 0.03%
250
144
$50.3K 0.02%
2,800
145
$49.2K 0.02%
1,400
146
$49.1K 0.02%
400
147
$48.8K 0.02%
1,160
148
$48.4K 0.02%
1,238
149
$47K 0.02%
86
150
$46.8K 0.02%
544
4 5
6
7 8