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
251
$3.16K ﹤0.01%
6
252
$3.09K ﹤0.01%
40
253
$3.07K ﹤0.01%
18
254
$2.77K ﹤0.01%
48
255
$2.73K ﹤0.01%
21
256
$2.6K ﹤0.01%
68
257
$2.42K ﹤0.01%
10
258
$2.18K ﹤0.01%
240
259
$2.17K ﹤0.01%
14
260
$1.9K ﹤0.01%
28
261
$1.76K ﹤0.01%
4
262
$1.59K ﹤0.01%
100
263
$1.53K ﹤0.01%
6
264
$1.48K ﹤0.01%
183
265
$1.47K ﹤0.01%
33
266
$1.43K ﹤0.01%
6
267
$1.35K ﹤0.01%
6
268
$1.28K ﹤0.01%
8
269
$1.19K ﹤0.01%
33
270
$1.09K ﹤0.01%
18
271
$1.05K ﹤0.01%
9
272
$1.02K ﹤0.01%
14
273
$942 ﹤0.01%
16
274
$903 ﹤0.01%
10
275
$864 ﹤0.01%
12
-6
9 10
11
12 13