CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$548K
3
+$256K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$253K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$252K

Top Sells

1
+$2.47M
2
+$1.38M
3
+$1.11M
4
GG
Goldcorp Inc
GG
+$568K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$184K

Sector Composition

1 Consumer Staples 40.48%
2 Healthcare 1.91%
3 Materials 1.65%
4 Technology 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$519K 0.33%
4,827
-210
27
$489K 0.31%
21,150
28
$470K 0.29%
11,069
+3,188
29
$452K 0.28%
16,547
-1,240
30
$436K 0.27%
2,618
-179
31
$422K 0.26%
2,350
32
$391K 0.24%
11,279
-593
33
$388K 0.24%
9,045
34
$366K 0.23%
1,297
-651
35
$350K 0.22%
9,792
-730
36
$340K 0.21%
10,404
-320
37
$336K 0.21%
4,445
38
$329K 0.21%
6,005
39
$328K 0.21%
2,348
-496
40
$327K 0.2%
6,574
-273
41
$322K 0.2%
1,630
-358
42
$303K 0.19%
19,027
-420
43
$298K 0.19%
5,126
+101
44
$292K 0.18%
1,068
-223
45
$268K 0.17%
7,079
-918
46
$267K 0.17%
21,072
+20,193
47
$266K 0.17%
1,855
-323
48
$264K 0.17%
15,076
+14,432
49
$263K 0.16%
14,098
+13,498
50
$231K 0.14%
4,535
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