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
$308M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.16M
3
+$1.14M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$940K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$925K

Top Sells

1
+$1.51M
2
+$1.3M
3
+$1.28M
4
MO icon
Altria Group
MO
+$996K
5
PM icon
Philip Morris
PM
+$905K

Sector Composition

1 Consumer Staples 9.13%
2 Technology 3.24%
3 Consumer Discretionary 2.29%
4 Financials 1.8%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19.3K 0.01%
992
202
$19.3K 0.01%
99
203
$19K 0.01%
84
204
$18.4K 0.01%
167
205
$17.9K 0.01%
168
-177
206
$17.7K 0.01%
61
207
$17.7K 0.01%
334
208
$16.9K 0.01%
169
-167
209
$16.9K 0.01%
70
210
$16.4K 0.01%
10
-1
211
$16.2K 0.01%
78
-36
212
$16K 0.01%
92
-27
213
$15.8K 0.01%
100
214
$15.6K 0.01%
1,900
215
$15.5K 0.01%
175
216
$15.4K 0.01%
148
217
$15.3K 0.01%
28
-2
218
$14.9K ﹤0.01%
375
219
$14.9K ﹤0.01%
130
-58
220
$14.4K ﹤0.01%
97
221
$14K ﹤0.01%
357
-162
222
$12K ﹤0.01%
72
223
$11.5K ﹤0.01%
109
-47
224
$11.4K ﹤0.01%
214
225
$11.3K ﹤0.01%
26
7 8
9
10 11