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
$186M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$1.14M
4
SFM icon
Sprouts Farmers Market
SFM
+$650K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$568K

Top Sells

1
+$2.85M
2
+$841K
3
+$509K
4
PINS icon
Pinterest
PINS
+$475K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$310K

Sector Composition

1 Consumer Staples 24.73%
2 Consumer Discretionary 1.87%
3 Healthcare 1.82%
4 Communication Services 1.56%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$622K 0.33%
13,891
+1,000
52
$618K 0.33%
24,369
+1,428
53
$586K 0.31%
18,999
-2,136
54
$575K 0.31%
6,281
+21
55
$568K 0.3%
11,850
-250
56
$535K 0.29%
9,521
+439
57
$526K 0.28%
6,744
+3,584
58
$502K 0.27%
20,954
+174
59
$499K 0.27%
9,190
+269
60
$491K 0.26%
25,257
+926
61
$488K 0.26%
1,306
-53
62
$481K 0.26%
7,810
63
$480K 0.26%
8,018
+2,530
64
$473K 0.25%
9,571
-1,039
65
$468K 0.25%
2,772
-627
66
$465K 0.25%
1,449
-10
67
$456K 0.24%
11,063
+7,000
68
$454K 0.24%
5,180
-3,440
69
$443K 0.24%
5,385
+289
70
$416K 0.22%
18,095
-9,146
71
$414K 0.22%
+1,550
72
$412K 0.22%
3,104
+292
73
$401K 0.22%
6,091
-7,220
74
$390K 0.21%
6,225
-101
75
$359K 0.19%
5,172
+39
1 2
3
4 5