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
251
$5.59K ﹤0.01%
88
252
$5.55K ﹤0.01%
18
253
$4.91K ﹤0.01%
144
254
$4.86K ﹤0.01%
12
255
$4.77K ﹤0.01%
69
256
$4.66K ﹤0.01%
57
257
$4.45K ﹤0.01%
155
258
$4.45K ﹤0.01%
24
259
$4.36K ﹤0.01%
21
260
$4.36K ﹤0.01%
69
261
$4.02K ﹤0.01%
21
262
$3.85K ﹤0.01%
33
263
$3.75K ﹤0.01%
15
264
$3.46K ﹤0.01%
102
265
$3.24K ﹤0.01%
18
266
$3.23K ﹤0.01%
33
267
$3.22K ﹤0.01%
56
268
$3.01K ﹤0.01%
42
269
$2.88K ﹤0.01%
6
270
$2.66K ﹤0.01%
40
271
$2.6K ﹤0.01%
48
272
$2.46K ﹤0.01%
21
273
$2.46K ﹤0.01%
10
274
$2.43K ﹤0.01%
21
275
$2.35K ﹤0.01%
16
9 10
11
12 13