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
26
$1.35M 0.67%
548,147
+215,670
27
$1.22M 0.61%
76,698
+13,344
28
$1.18M 0.58%
11,472
-607
29
$1.16M 0.58%
50,122
+111
30
$1.11M 0.55%
4,147
+1,990
31
$1.03M 0.51%
10,808
-1,452
32
$1.03M 0.51%
66,911
-7,381
33
$1.02M 0.51%
91,166
34
$1.02M 0.51%
6,593
35
$986K 0.49%
22,130
36
$962K 0.48%
5,519
37
$953K 0.47%
6,893
-1,235
38
$948K 0.47%
5,832
39
$916K 0.46%
59,085
+2,000
40
$848K 0.42%
43,488
+7,452
41
$828K 0.41%
22,017
42
$827K 0.41%
2,519
+1,888
43
$792K 0.39%
41,884
+4,796
44
$777K 0.39%
21,790
+3,635
45
$756K 0.38%
14,043
+9,362
46
$740K 0.37%
16,686
-112,534
47
$712K 0.35%
20,417
48
$706K 0.35%
22,962
49
$701K 0.35%
2,339
+1,416
50
$692K 0.34%
32,530
+604
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