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
176
$29.8K 0.01%
42
177
$29.4K 0.01%
187
178
$29K 0.01%
1,800
179
$28.9K 0.01%
40
180
$28.4K 0.01%
146
181
$28K 0.01%
590
-37,099
182
$27.9K 0.01%
800
183
$27.7K 0.01%
800
184
$27.4K 0.01%
1,000
185
$27.3K 0.01%
1,497
186
$27.1K 0.01%
1,000
187
$24.3K 0.01%
267
188
$24K 0.01%
625
189
$23.9K 0.01%
334
190
$23.6K 0.01%
420
191
$21.8K 0.01%
525
192
$21.4K 0.01%
1,900
193
$21.3K 0.01%
208
194
$20K 0.01%
200
195
$19.4K 0.01%
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196
$19.3K 0.01%
167
197
$18.9K 0.01%
992
198
$18.8K 0.01%
1,583
-2,000
199
$18.7K 0.01%
350
200
$17.7K 0.01%
67
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