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
276
$2.33K ﹤0.01%
240
277
$2.24K ﹤0.01%
40
278
$1.82K ﹤0.01%
12
279
$1.67K ﹤0.01%
12
280
$1.6K ﹤0.01%
4
281
$1.59K ﹤0.01%
18
282
$1.48K ﹤0.01%
22
-11
283
$1.45K ﹤0.01%
33
284
$1.43K ﹤0.01%
183
285
$1.39K ﹤0.01%
18
286
$1.34K ﹤0.01%
33
287
$1.34K ﹤0.01%
100
288
$1.34K ﹤0.01%
15
289
$1.34K ﹤0.01%
18
290
$1.3K ﹤0.01%
32
291
$1.24K ﹤0.01%
6
292
$1.01K ﹤0.01%
6
293
$824 ﹤0.01%
9
294
$364 ﹤0.01%
4
295
$353 ﹤0.01%
6
296
$284 ﹤0.01%
5
297
$83 ﹤0.01%
2
298
$40 ﹤0.01%
4
299
– –
0
300
– –
-1,583
9 10 11
12
13