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
201
$16.6K 0.01%
168
202
$15.7K ﹤0.01%
375
203
$15.1K ﹤0.01%
97
204
$15K ﹤0.01%
100
205
$14.2K ﹤0.01%
109
206
$13.7K ﹤0.01%
26
207
$13.7K ﹤0.01%
130
208
$13.2K ﹤0.01%
305
+304
209
$12.4K ﹤0.01%
72
210
$12.2K ﹤0.01%
70
-22
211
$12K ﹤0.01%
100
212
$11.1K ﹤0.01%
+114
213
$10.8K ﹤0.01%
40
214
$10.6K ﹤0.01%
2,748
215
$10.3K ﹤0.01%
225
216
$10.2K ﹤0.01%
140
217
$10.2K ﹤0.01%
225
218
$9.99K ﹤0.01%
7
219
$9.7K ﹤0.01%
39
220
$9.4K ﹤0.01%
20
221
$8.16K ﹤0.01%
21
222
$8.04K ﹤0.01%
167
223
$7.93K ﹤0.01%
40
224
$7.66K ﹤0.01%
50
225
$7.45K ﹤0.01%
12
7 8
9
10 11