CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$1.14M
4
SFM icon
Sprouts Farmers Market
SFM
+$650K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$568K

Top Sells

1
+$2.85M
2
+$841K
3
+$509K
4
PINS icon
Pinterest
PINS
+$475K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$310K

Sector Composition

1 Consumer Staples 24.73%
2 Consumer Discretionary 1.87%
3 Healthcare 1.82%
4 Communication Services 1.56%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
+8
227
$2K ﹤0.01%
282
228
$2K ﹤0.01%
100
-250
229
$1K ﹤0.01%
12
230
$1K ﹤0.01%
+28
231
$1K ﹤0.01%
+28
232
$1K ﹤0.01%
+12
233
– –
-140
234
– –
-65
235
$0 ﹤0.01%
1
236
– –
-265
237
– –
-271
238
$0 ﹤0.01%
+12
239
$0 ﹤0.01%
2
240
– –
-160
241
– –
-1,700
242
– –
-2,350
243
– –
-228
244
– –
-1,620
245
– –
-400
246
– –
-565
6 7 8 9
10