CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$3.6M
2
+$690K
3
+$690K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$601K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$567K

Top Sells

1
+$5.57M
2
+$590K
3
+$569K
4
CHWY icon
Chewy
CHWY
+$525K
5
PDD icon
Pinduoduo
PDD
+$479K

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%
143
237
$13K 0.01%
535
238
$13K 0.01%
350
239
$13K 0.01%
171
240
$13K 0.01%
700
241
$13K 0.01%
118
-6
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
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188
-72
249
$11K 0.01%
100
250
$11K 0.01%
216
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10
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