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
151
$54.7K 0.02%
4,429
152
$51.4K 0.02%
762
-266
153
$51K 0.02%
+1,146
154
$48.6K 0.02%
1,300
155
$46.2K 0.01%
167
156
$44K 0.01%
592
157
$43.2K 0.01%
386
158
$43K 0.01%
509
159
$42.8K 0.01%
1,000
160
$41.6K 0.01%
534
161
$41.4K 0.01%
240
162
$41.4K 0.01%
497
-940
163
$40.8K 0.01%
1,024
+150
164
$40.6K 0.01%
300
165
$39.4K 0.01%
470
166
$38.6K 0.01%
67
+39
167
$37.9K 0.01%
1,500
168
$36.1K 0.01%
590
169
$35.4K 0.01%
450
+92
170
$35.2K 0.01%
344
-20
171
$35.1K 0.01%
1,494
-2,112
172
$33.4K 0.01%
208
173
$30.4K 0.01%
+200
174
$30.3K 0.01%
49
-80
175
$29.1K 0.01%
174
5 6
7
8 9