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
$259M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.74M
3
+$2.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M
5
USB icon
US Bancorp
USB
+$871K

Top Sells

1
+$4.16M
2
+$1.16M
3
+$1.12M
4
MSFT icon
Microsoft
MSFT
+$512K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$422K

Sector Composition

1 Consumer Staples 12.99%
2 Technology 2.09%
3 Consumer Discretionary 2.06%
4 Financials 1.74%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
11
227
$12.4K ﹤0.01%
167
228
$12.3K ﹤0.01%
250
229
$12.2K ﹤0.01%
420
-215
230
$11.7K ﹤0.01%
72
231
$11.4K ﹤0.01%
143
232
$11.4K ﹤0.01%
80
-32
233
$11.3K ﹤0.01%
188
234
$11K ﹤0.01%
24
-160
235
$11K ﹤0.01%
+151
236
$10.9K ﹤0.01%
214
237
$10.8K ﹤0.01%
1,700
238
$10.7K ﹤0.01%
22
239
$10.5K ﹤0.01%
72
240
$10.2K ﹤0.01%
143
241
$9.96K ﹤0.01%
30
242
$9.7K ﹤0.01%
100
243
$9.42K ﹤0.01%
225
244
$7.66K ﹤0.01%
650
245
$7.56K ﹤0.01%
142
246
$7.19K ﹤0.01%
40
247
$7.06K ﹤0.01%
117
248
$7K ﹤0.01%
30
249
$6.65K ﹤0.01%
167
250
$6.26K ﹤0.01%
7
8 9
10
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