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
1
$56.4M 18.31%
210,850
-13
2
$36M 11.68%
1,388,085
+32,217
3
$23.9M 7.76%
785,576
+4,055
4
$20M 6.49%
207,037
-1,020
5
$16.8M 5.45%
165,580
-8,928
6
$14.9M 4.83%
144,591
+1,169
7
$13.5M 4.37%
294,083
+58,352
8
$9.75M 3.16%
302,298
9
$6.55M 2.13%
143,846
-21,863
10
$5.56M 1.81%
18,018
+290
11
$5.06M 1.64%
79,629
+149
12
$4.45M 1.45%
66,709
-35
13
$3.54M 1.15%
18,311
-300
14
$3.23M 1.05%
79,886
+4,005
15
$3.23M 1.05%
49,293
16
$2.86M 0.93%
5,721
+82
17
$2.57M 0.83%
28,197
+5,557
18
$2.57M 0.83%
104,076
+25,149
19
$2.43M 0.79%
5,444
-322
20
$2.32M 0.75%
6,197
+2,097
21
$2.24M 0.73%
35,450
-2,050
22
$2.16M 0.7%
11,853
+58
23
$1.87M 0.61%
77,670
-11,684
24
$1.8M 0.58%
14,580
+9,390
25
$1.8M 0.58%
8,536
-165
1
2 3 4 5