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
$160M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$548K
3
+$256K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$253K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$252K

Top Sells

1
+$2.47M
2
+$1.38M
3
+$1.11M
4
GG
Goldcorp Inc
GG
+$568K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$184K

Sector Composition

1 Consumer Staples 40.48%
2 Healthcare 1.91%
3 Materials 1.65%
4 Technology 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$228K 0.14%
4,796
52
$207K 0.13%
10,630
-1,135
53
$205K 0.13%
5,820
54
$205K 0.13%
49,260
55
$202K 0.13%
13,123
-1,630
56
$200K 0.13%
4,200
-600
57
$191K 0.12%
2,201
58
$190K 0.12%
2,556
59
$181K 0.11%
1,840
60
$164K 0.1%
6,359
+6,259
61
$164K 0.1%
2,055
+2,021
62
$161K 0.1%
2,320
63
$158K 0.1%
3,050
+50
64
$158K 0.1%
2,670
-83
65
$156K 0.1%
1,337
-473
66
$156K 0.1%
8,341
+8,090
67
$156K 0.1%
1,994
+1,935
68
$155K 0.1%
2,905
+2,820
69
$141K 0.09%
9,026
+7,566
70
$141K 0.09%
1,355
+1,299
71
$139K 0.09%
690
-319
72
$139K 0.09%
905
73
$136K 0.09%
709
-180
74
$136K 0.09%
14,270
75
$135K 0.08%
4,851
+4,643
1 2
3
4 5