CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+9.13%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$275M
AUM Growth
+$275M
(+8.6%)
Cap. Flow
-$42.9K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
65.34%
Holding
304
New
12
Increased
60
Reduced
54
Closed
22
Top Buys
| 1 |
Invesco S&P International Developed Quality ETF
IDHQ
|
$4.77M |
| 2 |
Invesco S&P 500 GARP ETF
SPGP
|
$3.36M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.77M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.27M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
$1.04M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.3B
| – | – |
-10
| Closed | -$760 |
|
302
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| – | – |
-333
| Closed | -$53.6K |
|
303
Zscaler
ZS
$42.6B
| – | – |
-72
| Closed | -$11.2K |
|
|
SPLK
304
DELISTED
Splunk Inc
SPLK
| – | – |
-634
| Closed | -$92.7K |
|