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
126
$107K 0.03%
1,132
-205
127
$100K 0.03%
817
-16
128
$97.6K 0.03%
573
129
$93.5K 0.03%
1,475
+25
130
$90.9K 0.03%
750
-886
131
$90.1K 0.03%
4,302
132
$85.2K 0.03%
1,780
133
$84.8K 0.03%
410
134
$83.1K 0.03%
37,935
135
$81.4K 0.03%
1,610
136
$80.3K 0.02%
5,000
137
$76.6K 0.02%
231
138
$74.8K 0.02%
456
-31
139
$72.3K 0.02%
487
140
$72.3K 0.02%
250
141
$72K 0.02%
357
142
$71.3K 0.02%
684
143
$64.7K 0.02%
806
-30
144
$63.5K 0.02%
500
145
$62.9K 0.02%
2,081
146
$59.8K 0.02%
801
147
$57.8K 0.02%
206
+200
148
$56.3K 0.02%
750
+15
149
$55.5K 0.02%
1,300
150
$54.7K 0.02%
678
4 5
6
7 8