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
$186M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$1.14M
4
SFM icon
Sprouts Farmers Market
SFM
+$650K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$568K

Top Sells

1
+$2.85M
2
+$841K
3
+$509K
4
PINS icon
Pinterest
PINS
+$475K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$310K

Sector Composition

1 Consumer Staples 24.73%
2 Consumer Discretionary 1.87%
3 Healthcare 1.82%
4 Communication Services 1.56%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.74%
26,827
+460
27
$1.37M 0.73%
6,143
-291
28
$1.34M 0.72%
4,267
+1,811
29
$1.33M 0.72%
151,930
+6,360
30
$1.33M 0.71%
7,468
+685
31
$1.31M 0.7%
8,040
+3,400
32
$1.2M 0.64%
55,668
+272
33
$1.17M 0.63%
33,932
+2,184
34
$1.11M 0.59%
30,889
+357
35
$1.07M 0.58%
54,099
+5,970
36
$995K 0.53%
5,795
+9
37
$985K 0.53%
48,995
+32,330
38
$903K 0.48%
26,723
+925
39
$878K 0.47%
10,399
+6,097
40
$868K 0.47%
25,031
+5,912
41
$800K 0.43%
27,321
+1,257
42
$764K 0.41%
25,139
+92
43
$738K 0.4%
46,000
+720
44
$715K 0.38%
6,616
+110
45
$712K 0.38%
21,872
+129
46
$694K 0.37%
17,097
+1,868
47
$671K 0.36%
3,068
+1,631
48
$667K 0.36%
37,022
+756
49
$666K 0.36%
29,222
+9,960
50
$662K 0.36%
12,815
+800
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