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
126
$109K 0.04%
2,643
-4,530
127
$109K 0.04%
537
-1,531
128
$108K 0.04%
965
129
$107K 0.03%
230
130
$106K 0.03%
833
+231
131
$101K 0.03%
2,400
+50
132
$100K 0.03%
5,522
+159
133
$89.7K 0.03%
4,302
134
$88.4K 0.03%
37,935
+15,000
135
$87.6K 0.03%
410
136
$84.7K 0.03%
3,954
+699
137
$84.1K 0.03%
357
138
$81.1K 0.03%
+5,000
139
$80.9K 0.03%
573
140
$79K 0.03%
487
141
$77.9K 0.03%
1,780
142
$77.8K 0.03%
517
-17
143
$76.6K 0.02%
1,450
-650
144
$76.5K 0.02%
836
-210
145
$72.4K 0.02%
231
146
$71.5K 0.02%
1,610
147
$71.4K 0.02%
250
148
$71.3K 0.02%
129
-5
149
$67.9K 0.02%
459
-16
150
$67.3K 0.02%
509
4 5
6
7 8