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
151
$61K 0.03%
704
152
$61K 0.03%
230
153
$60K 0.03%
5,847
-66,282
154
$59K 0.03%
395
155
$58K 0.03%
93
156
$58K 0.03%
817
157
$56K 0.02%
544
158
$52K 0.02%
826
159
$51K 0.02%
1,300
160
$51K 0.02%
586
161
$50K 0.02%
1,695
162
$50K 0.02%
375
163
$46K 0.02%
+1,370
164
$45K 0.02%
845
165
$45K 0.02%
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166
$44K 0.02%
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167
$44K 0.02%
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168
$44K 0.02%
309
169
$43K 0.02%
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170
$42K 0.02%
561
171
$42K 0.02%
1,300
172
$38K 0.02%
1,011
173
$37K 0.02%
289
174
$36K 0.02%
600
175
$36K 0.02%
283
5 6
7
8 9