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
201
$21K 0.01%
570
202
$20K 0.01%
1,800
203
$19K 0.01%
+76
204
$19K 0.01%
271
205
$19K 0.01%
+126
206
$18K 0.01%
144
207
$18K 0.01%
243
208
$18K 0.01%
40
209
$17K 0.01%
507
210
$17K 0.01%
420
211
$17K 0.01%
210
212
$17K 0.01%
315
213
$17K 0.01%
169
214
$16K 0.01%
535
215
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391
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$16K 0.01%
523
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195
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218
$15K 0.01%
563
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$15K 0.01%
700
220
$14K 0.01%
141
221
$14K 0.01%
25
222
$14K 0.01%
300
223
$13K 0.01%
319
224
$12K 0.01%
170
225
$12K 0.01%
+185