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
$201M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$620K
3
+$533K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$511K

Top Sells

1
+$4.99M
2
+$569K
3
+$550K
4
PDD icon
Pinduoduo
PDD
+$515K
5
CHWY icon
Chewy
CHWY
+$409K

Sector Composition

1 Consumer Staples 15.87%
2 Consumer Discretionary 2.65%
3 Technology 2.35%
4 Financials 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
992
-750
227
$16K 0.01%
167
228
$15K 0.01%
155
-7
229
$15K 0.01%
67
230
$15K 0.01%
1,400
231
$15K 0.01%
500
+115
232
$15K 0.01%
213
233
$14K 0.01%
1,000
234
$14K 0.01%
251
235
$14K 0.01%
1,300
236
$13K 0.01%
350
237
$13K 0.01%
171
238
$13K 0.01%
700
239
$13K 0.01%
118
-6
240
$13K 0.01%
143
241
$13K 0.01%
535
242
$12K 0.01%
167
243
$12K 0.01%
120
244
$12K 0.01%
167
245
$12K 0.01%
75
246
$11K 0.01%
214
247
$11K 0.01%
75
248
$11K 0.01%
188
-72
249
$11K 0.01%
100
250
$11K 0.01%
216
8 9
10
11 12