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
151
$66.5K 0.02%
684
152
$65.9K 0.02%
1,028
-64
153
$63.1K 0.02%
487
154
$58.6K 0.02%
550
-30
155
$57.6K 0.02%
2,081
156
$55.4K 0.02%
592
-6
157
$53K 0.02%
735
-57
158
$52.9K 0.02%
420
+64
159
$52.7K 0.02%
1,300
160
$51.2K 0.02%
4,429
161
$50.5K 0.02%
500
162
$48K 0.02%
+801
163
$46.9K 0.02%
1,300
164
$45.9K 0.01%
678
165
$45.5K 0.01%
1,300
166
$42.3K 0.01%
545
167
$41.6K 0.01%
534
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168
$39.9K 0.01%
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$38.9K 0.01%
561
170
$38.9K 0.01%
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-500
171
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172
$36.6K 0.01%
300
173
$35.2K 0.01%
364
-14
174
$34.9K 0.01%
590
175
$34.5K 0.01%
386
-200
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