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
$281M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.11M
3
+$1.48M
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$1.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M

Top Sells

1
+$1.69M
2
+$1.16M
3
+$1.09M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$766K
5
BABA icon
Alibaba
BABA
+$660K

Sector Composition

1 Consumer Staples 11.11%
2 Technology 2.7%
3 Consumer Discretionary 2.05%
4 Materials 1.35%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.44%
30,713
-5,915
27
$1.2M 0.43%
2,566
+118
28
$1.2M 0.43%
+47,163
29
$1.01M 0.36%
31,134
30
$904K 0.32%
1,569
-24
31
$900K 0.32%
24,812
32
$842K 0.3%
20,666
33
$783K 0.28%
13,287
+13,166
34
$716K 0.25%
16,379
35
$704K 0.25%
+4,062
36
$681K 0.24%
9,967
37
$669K 0.24%
9,576
38
$641K 0.23%
16,513
-5,504
39
$630K 0.22%
1,183
40
$619K 0.22%
4,798
41
$617K 0.22%
4,664
-4,991
42
$616K 0.22%
21,966
43
$604K 0.21%
1,575
+862
44
$578K 0.21%
197,866
+27,079
45
$571K 0.2%
16,006
-12,576
46
$549K 0.2%
+19,176
47
$522K 0.19%
10,576
48
$481K 0.17%
47,978
49
$474K 0.17%
715
-4
50
$472K 0.17%
2,820
+2,640
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