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
$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
Energy Select Sector SPDR Fund
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
1
$32.8M 16.18%
171,389
-35,025
2
$22M 10.85%
217,147
-3,949
3
$21.7M 10.72%
861,945
+509,379
4
$16.6M 8.21%
252,343
-3,035
5
$10.2M 5.04%
223,513
-5,504
6
$7.2M 3.55%
290,973
+348
7
$6.57M 3.25%
+272,538
8
$5.72M 2.82%
207,280
+920
9
$4.91M 2.42%
70,513
+401
10
$3.56M 1.76%
71,288
-14,056
11
$3.43M 1.69%
15,521
+5,393
12
$3.26M 1.61%
48,878
-27
13
$2.91M 1.44%
35,192
-689
14
$2.36M 1.17%
34,276
15
$2.23M 1.1%
50,704
-9,669
16
$1.99M 0.98%
27,535
-7,661
17
$1.97M 0.97%
49,512
+3,437
18
$1.77M 0.87%
20,188
+13,293
19
$1.53M 0.76%
6,392
-164
20
$1.51M 0.75%
16,067
+106
21
$1.27M 0.63%
278,833
-269,314
22
$1.27M 0.63%
9,333
+9,044
23
$1.25M 0.62%
56,862
+13,374
24
$1.1M 0.55%
4,148
+1
25
$1.07M 0.53%
18,571
+10,100
1
2 3 4 5