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
$160M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$548K
3
+$256K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$253K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$252K

Top Sells

1
+$2.47M
2
+$1.38M
3
+$1.11M
4
GG
Goldcorp Inc
GG
+$568K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$184K

Sector Composition

1 Consumer Staples 40.48%
2 Healthcare 1.91%
3 Materials 1.65%
4 Technology 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$135K 0.08%
4,885
+4,679
77
$134K 0.08%
4,324
+4,141
78
$127K 0.08%
27,385
79
$119K 0.07%
2,900
-644
80
$116K 0.07%
2,410
-770
81
$114K 0.07%
1,826
-448
82
$112K 0.07%
613
83
$112K 0.07%
2,850
84
$111K 0.07%
5,830
85
$109K 0.07%
4,187
+4,020
86
$109K 0.07%
1,835
+1,757
87
$107K 0.07%
1,820
-460
88
$106K 0.07%
4,366
89
$104K 0.07%
2,165
-932
90
$96K 0.06%
600
91
$88K 0.06%
1,500
-380
92
$80K 0.05%
4,731
-2,413
93
$67K 0.04%
2,452
+2,420
94
$63K 0.04%
817
95
$60K 0.04%
1,440
96
$56K 0.04%
2,479
97
$55K 0.03%
2,380
-465
98
$52K 0.03%
1,000
99
$51K 0.03%
1,750
100
$49K 0.03%
3,184
+310
2 3
4
5 6