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
$148M
AUM Growth
+$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$995K
3
+$960K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$883K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$841K

Top Sells

1
+$15.8M
2
+$3.81M
3
+$611K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$579K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Sector Composition

1 Consumer Staples 27%
2 Healthcare 1.6%
3 Technology 1.6%
4 Communication Services 1.54%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$938K 0.63%
34,815
-3,370
27
$902K 0.61%
148,285
-1,000
28
$892K 0.6%
56,216
-13,100
29
$841K 0.57%
+31,648
30
$824K 0.56%
+49,323
31
$823K 0.55%
5,782
-145
32
$789K 0.53%
14,370
+9,250
33
$678K 0.46%
25,836
+750
34
$653K 0.44%
+15,231
35
$637K 0.43%
26,849
+247
36
$617K 0.42%
48,640
+2,800
37
$610K 0.41%
8,600
-380
38
$610K 0.41%
19,119
-256
39
$595K 0.4%
21,534
+143
40
$591K 0.4%
12,668
41
$573K 0.39%
+15,705
42
$566K 0.38%
+2,287
43
$560K 0.38%
23,972
-2,089
44
$558K 0.38%
37,528
-2,150
45
$553K 0.37%
3,367
-100
46
$520K 0.35%
9,345
-356
47
$506K 0.34%
12,093
-67
48
$493K 0.33%
6,256
-32
49
$486K 0.33%
7,810
+2
50
$478K 0.32%
11,955
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