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

Top Buys

1
+$3.28M
2
+$620K
3
+$533K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$511K

Top Sells

1
+$4.99M
2
+$569K
3
+$550K
4
PDD icon
Pinduoduo
PDD
+$515K
5
CHWY icon
Chewy
CHWY
+$409K

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