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
176
$36K 0.02%
910
177
$35K 0.02%
+456
178
$35K 0.02%
438
179
$33K 0.01%
2,050
180
$33K 0.01%
500
181
$33K 0.01%
230
182
$31K 0.01%
678
183
$30K 0.01%
1,064
+594
184
$29K 0.01%
701
185
$29K 0.01%
1,105
186
$28K 0.01%
700
-3,440
187
$27K 0.01%
168
188
$27K 0.01%
1,530
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189
$26K 0.01%
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190
$26K 0.01%
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191
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242
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192
$26K 0.01%
960
193
$26K 0.01%
800
194
$26K 0.01%
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195
$25K 0.01%
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196
$25K 0.01%
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197
$24K 0.01%
1,000
198
$23K 0.01%
+186
199
$22K 0.01%
310
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200
$22K 0.01%
1,700
6 7
8
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