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
201
$17.5K 0.01%
700
202
$17.2K 0.01%
167
203
$17.2K 0.01%
251
204
$17.1K 0.01%
1,000
-39,885
205
$17K 0.01%
155
206
$17K 0.01%
960
207
$16.2K 0.01%
1,400
208
$16K 0.01%
167
209
$15.9K 0.01%
213
210
$15.3K 0.01%
535
211
$15.2K 0.01%
99
+21
212
$15.1K 0.01%
118
213
$14.9K 0.01%
171
214
$13.5K 0.01%
1,000
215
$13.2K 0.01%
100
216
$13K 0.01%
75
217
$12.8K 0.01%
167
218
$12.3K 0.01%
216
219
$12.2K 0.01%
143
220
$12.1K 0.01%
75
221
$12K 0.01%
275
222
$12K 0.01%
188
223
$11.9K 0.01%
214
224
$11.5K 0.01%
1,700
225
$10.6K 0.01%
120
7 8
9
10 11