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
176
$28.4K 0.01%
51
177
$27.5K 0.01%
3,940
178
$27.5K 0.01%
202
179
$27.4K 0.01%
260
180
$27.4K 0.01%
79
181
$26.6K 0.01%
153
-306
182
$26.6K 0.01%
107
183
$25K 0.01%
217
184
$24.1K 0.01%
89
185
$22.4K 0.01%
167
186
$20.7K 0.01%
84
187
$20.5K 0.01%
10
188
$20.4K 0.01%
99
189
$20K 0.01%
261
-300
190
$19.8K 0.01%
78
191
$19.5K 0.01%
169
192
$19.4K 0.01%
992
193
$19.4K 0.01%
290
194
$19.3K 0.01%
39
195
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211
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196
$18.4K 0.01%
61
197
$18.3K 0.01%
167
198
$17K 0.01%
22
-12
199
$16.9K 0.01%
148
200
$16.9K 0.01%
175
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