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
$148M
AUM Growth
+$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$995K
3
+$960K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$883K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$841K

Top Sells

1
+$15.8M
2
+$3.81M
3
+$611K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$579K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Sector Composition

1 Consumer Staples 27%
2 Healthcare 1.6%
3 Technology 1.6%
4 Communication Services 1.54%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$448K 0.3%
10,594
+20
52
$440K 0.3%
24,300
-566
53
$437K 0.29%
1,418
-1,411
54
$421K 0.28%
1,599
55
$420K 0.28%
9,431
+579
56
$417K 0.28%
8,946
+1,763
57
$398K 0.27%
5,115
-119
58
$357K 0.24%
6,326
59
$339K 0.23%
5,488
-7,844
60
$338K 0.23%
26,991
61
$332K 0.22%
1,717
62
$331K 0.22%
2,994
+2,340
63
$324K 0.22%
3,494
64
$320K 0.22%
+12,450
65
$319K 0.22%
5,129
-32
66
$317K 0.21%
8,002
-14,271
67
$313K 0.21%
9,255
-5,270
68
$307K 0.21%
11,848
+9,502
69
$303K 0.2%
3,663
-324
70
$295K 0.2%
13,311
-9,414
71
$281K 0.19%
4,331
-268
72
$268K 0.18%
1,940
-200
73
$257K 0.17%
1,133
-1,505
74
$256K 0.17%
2,812
-860
75
$253K 0.17%
818
+177
1 2
3
4 5