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
$201M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$620K
3
+$533K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$511K

Top Sells

1
+$4.99M
2
+$569K
3
+$550K
4
PDD icon
Pinduoduo
PDD
+$515K
5
CHWY icon
Chewy
CHWY
+$409K

Sector Composition

1 Consumer Staples 15.87%
2 Consumer Discretionary 2.65%
3 Technology 2.35%
4 Financials 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$691K 0.34%
20,029
+6,585
52
$686K 0.34%
20,152
+5,175
53
$683K 0.34%
44,162
+19,626
54
$672K 0.33%
40,885
+6,751
55
$643K 0.32%
7,464
56
$616K 0.31%
18,504
+3,701
57
$608K 0.3%
16,008
58
$599K 0.3%
42,960
+400
59
$571K 0.28%
13,524
+5,412
60
$568K 0.28%
23,728
+2,647
61
$548K 0.27%
21,775
+8,681
62
$540K 0.27%
1,669
-3
63
$519K 0.26%
5,471
+14
64
$515K 0.26%
30,010
-12,880
65
$504K 0.25%
2,047
66
$497K 0.25%
6,895
-300
67
$490K 0.24%
8,471
+19
68
$468K 0.23%
23,833
69
$460K 0.23%
9,725
+45
70
$450K 0.22%
9,570
71
$435K 0.22%
2,449
-9
72
$434K 0.22%
9,457
+23
73
$423K 0.21%
16,328
-21,238
74
$376K 0.19%
1,409
75
$372K 0.18%
19,778
-19,793
1 2
3
4 5