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
$275M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.36M
3
+$1.77M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.27M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.04M

Top Sells

1
+$5.09M
2
+$2.78M
3
+$947K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$800K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$582K

Sector Composition

1 Consumer Staples 11.08%
2 Technology 2.74%
3 Financials 2.28%
4 Consumer Discretionary 1.8%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$678K 0.25%
106,787
+400
52
$675K 0.25%
34,866
-1,803
53
$639K 0.23%
2,453
-9
54
$625K 0.23%
23,175
+273
55
$621K 0.23%
34,326
56
$612K 0.22%
9,945
+52
57
$586K 0.21%
7,719
+3,563
58
$580K 0.21%
23,833
59
$572K 0.21%
27,723
-20,721
60
$571K 0.21%
9,789
-1,908
61
$565K 0.21%
9,566
+27
62
$556K 0.2%
4,982
-548
63
$545K 0.2%
1,870
+10
64
$544K 0.2%
719
+188
65
$533K 0.19%
41,910
-2,252
66
$532K 0.19%
6,707
-64,125
67
$510K 0.19%
1,430
+21
68
$470K 0.17%
29,446
69
$453K 0.17%
1,722
+10
70
$431K 0.16%
11,644
-4,717
71
$397K 0.14%
106,061
+30,304
72
$375K 0.14%
14,249
+750
73
$370K 0.13%
8,931
+1,040
74
$357K 0.13%
1,915
75
$345K 0.13%
12,732
1 2
3
4 5