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
1
$59.6M 18.5%
210,442
-408
2
$39.2M 12.16%
1,390,296
+2,211
3
$25M 7.76%
787,543
+1,967
4
$21M 6.53%
207,042
+5
5
$17.7M 5.49%
145,824
-19,756
6
$17.4M 5.39%
365,198
+71,115
7
$15.2M 4.7%
144,766
+175
8
$10.4M 3.22%
302,298
9
$6.7M 2.08%
131,259
-12,587
10
$5.36M 1.66%
79,632
+3
11
$4.94M 1.53%
15,109
-2,909
12
$4.74M 1.47%
66,674
-35
13
$3.76M 1.17%
90,138
+10,252
14
$3.63M 1.13%
49,293
15
$3.18M 0.99%
17,082
-1,229
16
$3.02M 0.94%
5,726
+5
17
$2.85M 0.89%
35,450
18
$2.82M 0.88%
105,384
+1,308
19
$2.66M 0.82%
30,245
+2,048
20
$2.35M 0.73%
6,122
-75
21
$2.34M 0.73%
58,829
+34,479
22
$2.29M 0.71%
5,315
-129
23
$2.17M 0.67%
88,484
+10,814
24
$2.05M 0.64%
39,546
-572
25
$1.9M 0.59%
11,459
-394
1
2 3 4 5