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
$259M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.74M
3
+$2.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M
5
USB icon
US Bancorp
USB
+$871K

Top Sells

1
+$4.16M
2
+$1.16M
3
+$1.12M
4
MSFT icon
Microsoft
MSFT
+$512K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$422K

Sector Composition

1 Consumer Staples 12.99%
2 Technology 2.09%
3 Consumer Discretionary 2.06%
4 Financials 1.74%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$711K 0.27%
12,322
-2,285
52
$624K 0.24%
2,173
53
$605K 0.23%
15,581
-19
54
$592K 0.23%
13,997
-27
55
$585K 0.23%
5,516
+16
56
$583K 0.23%
2,454
-50
57
$574K 0.22%
33,906
-3,393
58
$570K 0.22%
9,856
+50
59
$544K 0.21%
34,124
60
$540K 0.21%
1,638
61
$540K 0.21%
28,125
-225
62
$537K 0.21%
23,833
63
$532K 0.21%
9,521
+24
64
$531K 0.21%
24,244
-19,274
65
$509K 0.2%
+5,385
66
$486K 0.19%
44,162
67
$480K 0.19%
1,409
68
$447K 0.17%
16,361
69
$441K 0.17%
2,356
+2,354
70
$426K 0.16%
909
71
$402K 0.16%
29,089
72
$395K 0.15%
+21,030
73
$378K 0.15%
+2,759
74
$362K 0.14%
1,712
+21
75
$358K 0.14%
+18,907
1 2
3
4 5