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
251
$11K 0.01%
275
252
$11K 0.01%
+78
253
$10K 0.01%
50
254
$10K 0.01%
300
255
$10K 0.01%
209
-23
256
$10K 0.01%
1,170
257
$10K 0.01%
1,700
258
$10K 0.01%
250
259
$9K ﹤0.01%
409
260
$8K ﹤0.01%
72
-72
261
$8K ﹤0.01%
30
-3
262
$8K ﹤0.01%
112
263
$8K ﹤0.01%
117
264
$8K ﹤0.01%
100
265
$7K ﹤0.01%
69
-7
266
$7K ﹤0.01%
163
267
$7K ﹤0.01%
40
268
$7K ﹤0.01%
22
-33
269
$7K ﹤0.01%
167
270
$6K ﹤0.01%
88
271
$6K ﹤0.01%
36
-12
272
$6K ﹤0.01%
28
273
$6K ﹤0.01%
36
274
$5K ﹤0.01%
18
-6
275
$5K ﹤0.01%
155
-25
9 10
11
12 13