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
$155M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$335K
3
+$159K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$128K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$110K

Top Sells

1
+$632K
2
+$282K
3
+$135K
4
DD icon
DuPont de Nemours
DD
+$120K
5
WFC icon
Wells Fargo
WFC
+$116K

Sector Composition

1 Consumer Staples 36.15%
2 Materials 2.06%
3 Healthcare 1.91%
4 Technology 1.69%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$505K 0.33%
2,618
27
$503K 0.33%
23,190
-925
28
$489K 0.32%
21,257
+107
29
$439K 0.28%
2,350
30
$411K 0.27%
64,060
-1,145
31
$407K 0.26%
16,260
-287
32
$403K 0.26%
30,936
+9,864
33
$388K 0.25%
9,045
34
$379K 0.25%
21,224
+6,148
35
$344K 0.22%
6,574
36
$337K 0.22%
4,446
+1
37
$335K 0.22%
1,630
38
$333K 0.22%
17,678
+3,580
39
$328K 0.21%
6,005
40
$327K 0.21%
2,348
41
$322K 0.21%
11,124
-155
42
$320K 0.21%
10,314
-90
43
$314K 0.2%
1,068
44
$306K 0.2%
5,126
45
$296K 0.19%
19,027
46
$291K 0.19%
49,260
47
$280K 0.18%
1,855
48
$245K 0.16%
836
-461
49
$243K 0.16%
7,727
-3,809
50
$237K 0.15%
4,796
1
2
3 4 5