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
$155M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$335K
3
+$159K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$128K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$110K

Top Sells

1
+$632K
2
+$282K
3
+$135K
4
DD icon
DuPont de Nemours
DD
+$120K
5
WFC icon
Wells Fargo
WFC
+$116K

Sector Composition

1 Consumer Staples 36.15%
2 Materials 2.06%
3 Healthcare 1.91%
4 Technology 1.69%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.15%
6,961
-118
52
$223K 0.14%
2,778
+784
53
$221K 0.14%
10,630
54
$221K 0.14%
4,056
+1,151
55
$220K 0.14%
11,621
+3,280
56
$218K 0.14%
8,340
+1,981
57
$218K 0.14%
2,700
+645
58
$214K 0.14%
2,556
59
$209K 0.14%
6,697
+2,373
60
$209K 0.14%
13,000
+3,974
61
$206K 0.13%
1,961
+606
62
$205K 0.13%
7,116
+2,265
63
$205K 0.13%
5,820
64
$205K 0.13%
4,535
65
$202K 0.13%
7,242
+2,357
66
$197K 0.13%
2,251
+50
67
$196K 0.13%
13,123
68
$190K 0.12%
4,200
69
$183K 0.12%
1,840
70
$169K 0.11%
1,337
71
$159K 0.1%
+3,233
72
$158K 0.1%
6,053
+1,866
73
$158K 0.1%
3,080
+30
74
$158K 0.1%
2,674
+839
75
$154K 0.1%
14,270
1 2
3
4 5