CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$3.27M
2
+$1.32M
3
+$791K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$506K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$465K

Top Sells

1
+$2.3M
2
+$1.16M
3
+$1.11M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$925K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$916K

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
$19K 0.01%
211
-334
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%
350
6 7
8
9 10