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
1
$44.2M 19.66%
199,078
-298
2
$17.6M 7.83%
185,856
-32,717
3
$10.8M 4.81%
177,330
-496
4
$9.73M 4.33%
121,537
+236
5
$9.71M 4.32%
213,206
-3,921
6
$9.48M 4.22%
+366,460
7
$8.07M 3.59%
303,635
-1,385
8
$5.44M 2.42%
219,891
+1,599
9
$4.72M 2.1%
93,860
+355
10
$4.1M 1.82%
124,240
+20
11
$3.39M 1.51%
51,676
12
$3.08M 1.37%
61,869
+6,926
13
$3.03M 1.35%
34,844
14
$2.67M 1.19%
34,310
15
$2.66M 1.18%
36,236
16
$2.62M 1.16%
86,577
+469
17
$2.56M 1.14%
10,037
+658
18
$2.42M 1.08%
49,843
+18
19
$2.17M 0.97%
34,668
-1,249
20
$2.1M 0.93%
116,799
-1,254
21
$2.06M 0.91%
12,520
+740
22
$2.05M 0.91%
14,517
-67
23
$2.04M 0.91%
33,662
24
$2M 0.89%
28,511
25
$1.8M 0.8%
28,388
-471
1
2 3 4 5