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
151
$45.6K 0.02%
1,950
-30,580
152
$43.2K 0.02%
199
153
$43K 0.02%
333
154
$42K 0.02%
1,300
155
$41.7K 0.02%
1,300
156
$39.9K 0.02%
167
157
$39.8K 0.02%
2,050
158
$39K 0.02%
3,500
159
$38.7K 0.02%
469
+94
160
$38.6K 0.02%
810
-992
161
$37.9K 0.02%
526
162
$36.4K 0.02%
366
163
$36.4K 0.02%
793
164
$36.2K 0.02%
534
165
$35.7K 0.02%
561
166
$35.6K 0.02%
1,000
167
$35.5K 0.02%
310
-100
168
$32.2K 0.02%
635
169
$32K 0.02%
678
170
$31.2K 0.02%
700
171
$31K 0.02%
1,400
172
$31K 0.02%
5,390
173
$30.7K 0.02%
1,800
174
$30.5K 0.02%
36
175
$30.3K 0.02%
500
5 6
7
8 9