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
$259M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.74M
3
+$2.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M
5
USB icon
US Bancorp
USB
+$871K

Top Sells

1
+$4.16M
2
+$1.16M
3
+$1.12M
4
MSFT icon
Microsoft
MSFT
+$512K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$422K

Sector Composition

1 Consumer Staples 12.99%
2 Technology 2.09%
3 Consumer Discretionary 2.06%
4 Financials 1.74%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.58%
49,413
-687
27
$1.45M 0.56%
35,350
+1,074
28
$1.34M 0.52%
25,953
-201
29
$1.33M 0.51%
11,120
+18
30
$1.28M 0.5%
6,605
-658
31
$1.2M 0.47%
21,669
-57
32
$1.2M 0.46%
3,236
-483
33
$1.13M 0.44%
74,516
-11,830
34
$994K 0.38%
141,853
-15,765
35
$990K 0.38%
4,784
+11
36
$919K 0.36%
19,378
+360
37
$882K 0.34%
22,017
38
$882K 0.34%
37,236
+2,154
39
$872K 0.34%
26,383
+26,358
40
$871K 0.34%
4,887
+82
41
$853K 0.33%
25,123
-2,792
42
$808K 0.31%
20,417
43
$803K 0.31%
22,962
44
$789K 0.31%
31,452
+405
45
$783K 0.3%
39,110
+100
46
$779K 0.3%
25,448
47
$769K 0.3%
24,812
48
$744K 0.29%
7,230
49
$728K 0.28%
38,860
50
$723K 0.28%
25,477
1
2
3 4 5