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
276
$816 ﹤0.01%
11
277
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4
278
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7
279
$263 ﹤0.01%
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280
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2
281
$84 ﹤0.01%
2
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282
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9 10 11
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