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
$275M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.36M
3
+$1.77M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.27M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.04M

Top Sells

1
+$5.09M
2
+$2.78M
3
+$947K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$800K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$582K

Sector Composition

1 Consumer Staples 11.08%
2 Technology 2.74%
3 Financials 2.28%
4 Consumer Discretionary 1.8%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.44K ﹤0.01%
225
227
$8.05K ﹤0.01%
+200
228
$7.79K ﹤0.01%
142
229
$7.6K ﹤0.01%
20
-10
230
$7.37K ﹤0.01%
167
231
$7.28K ﹤0.01%
70
232
$7.27K ﹤0.01%
+100
233
$7.22K ﹤0.01%
420
234
$7.08K ﹤0.01%
7
235
$6.98K ﹤0.01%
90
-126
236
$6.32K ﹤0.01%
18
237
$5.93K ﹤0.01%
77
+6
238
$5.89K ﹤0.01%
69
239
$5.12K ﹤0.01%
21
240
$4.99K ﹤0.01%
144
241
$4.9K ﹤0.01%
143
242
$4.9K ﹤0.01%
33
243
$4.8K ﹤0.01%
12
244
$4.64K ﹤0.01%
83
-5
245
$4.4K ﹤0.01%
21
246
$4.34K ﹤0.01%
55
247
$4.08K ﹤0.01%
24
248
$3.93K ﹤0.01%
15
249
$3.6K ﹤0.01%
+50
250
$3.54K ﹤0.01%
105
8 9
10
11 12