CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$4.46M
2
+$3.16M
3
+$1.58M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.18M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$979K

Top Sells

1
+$4.73M
2
+$2.58M
3
+$909K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$715K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$577K

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
301
– –
-1,000
302
– –
-7,600
303
– –
-1,700
304
– –
-3,600
9 10 11 12
13