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
276
$5K ﹤0.01%
57
277
$4K ﹤0.01%
40
278
$4K ﹤0.01%
84
-28
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28
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144
-48
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$4K ﹤0.01%
12
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21
-7
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$4K ﹤0.01%
240
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285
$4K ﹤0.01%
430
286
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7
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
102
-34
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$3K ﹤0.01%
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$3K ﹤0.01%
18
-6
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$3K ﹤0.01%
6
-2
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$3K ﹤0.01%
42
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$3K ﹤0.01%
52
299
$2K ﹤0.01%
21
-7
300
$2K ﹤0.01%
10
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10 11
12
13 14