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
$281M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.11M
3
+$1.48M
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$1.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M

Top Sells

1
+$1.69M
2
+$1.16M
3
+$1.09M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$766K
5
BABA icon
Alibaba
BABA
+$660K

Sector Composition

1 Consumer Staples 11.11%
2 Technology 2.7%
3 Consumer Discretionary 2.05%
4 Materials 1.35%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$447K 0.16%
19,067
52
$445K 0.16%
7,581
-1,405
53
$414K 0.15%
1,437
54
$395K 0.14%
124,542
+20,414
55
$386K 0.14%
2,647
56
$381K 0.14%
37,415
57
$376K 0.13%
+25,923
58
$372K 0.13%
1,061
-697
59
$355K 0.13%
+25,127
60
$336K 0.12%
11,895
-9,182
61
$326K 0.12%
3,327
62
$325K 0.12%
1,945
63
$303K 0.11%
18,000
64
$301K 0.11%
832
65
$299K 0.11%
14,715
66
$286K 0.1%
1,222
+250
67
$285K 0.1%
20,370
68
$278K 0.1%
14,092
69
$267K 0.1%
+10,683
70
$266K 0.09%
+2,926
71
$261K 0.09%
1,944
72
$251K 0.09%
2,556
73
$246K 0.09%
1,232
74
$243K 0.09%
3,934
75
$229K 0.08%
1,382
-141
1 2
3
4 5