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
$201M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$690K
3
+$690K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$601K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$567K

Top Sells

1
+$5.57M
2
+$590K
3
+$569K
4
CHWY icon
Chewy
CHWY
+$525K
5
PDD icon
Pinduoduo
PDD
+$479K

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
326
$1K ﹤0.01%
16
327
$1K ﹤0.01%
4
-4
328
$1K ﹤0.01%
18
-6
329
$1K ﹤0.01%
17
-51
330
$1K ﹤0.01%
18
-6
331
$1K ﹤0.01%
100
332
$1K ﹤0.01%
24
333
$1K ﹤0.01%
6
-2
334
$1K ﹤0.01%
16
335
– –
-8
336
– –
-19,429
337
– –
0
338
$0 ﹤0.01%
2
339
– –
-24,502
340
– –
-3,250
341
$0 ﹤0.01%
2
342
– –
-20,576
343
$0 ﹤0.01%
6
-2
344
– –
-378
345
– –
-2,750
346
– –
-1,330
347
– –
-8
348
– –
-250
349
– –
-319
350
$0 ﹤0.01%
8
-8
11 12 13
14
15