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
$275M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.36M
3
+$1.77M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.27M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.04M

Top Sells

1
+$5.09M
2
+$2.78M
3
+$947K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$800K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$582K

Sector Composition

1 Consumer Staples 11.08%
2 Technology 2.74%
3 Financials 2.28%
4 Consumer Discretionary 1.8%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.59%
11,639
+494
27
$1.58M 0.57%
49,499
+61
28
$1.54M 0.56%
11,311
-3,733
29
$1.46M 0.53%
7,586
+38
30
$1.42M 0.52%
26,451
+460
31
$1.36M 0.49%
31,358
+500
32
$1.34M 0.49%
3,276
+35
33
$1.28M 0.47%
21,436
-233
34
$1.27M 0.46%
+4,075
35
$1.11M 0.4%
44,193
+171
36
$1.07M 0.39%
4,784
37
$1M 0.36%
59,064
+18,047
38
$958K 0.35%
20,166
+407
39
$934K 0.34%
4,887
40
$920K 0.33%
54,814
+6,925
41
$910K 0.33%
34,147
-2,996
42
$902K 0.33%
22,017
43
$870K 0.32%
41,968
+2,708
44
$842K 0.31%
22,962
45
$821K 0.3%
20,417
46
$817K 0.3%
25,374
+251
47
$782K 0.28%
24,812
48
$778K 0.28%
63,838
-4,800
49
$767K 0.28%
2,168
-5
50
$738K 0.27%
18,052
-106
1
2
3 4 5