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
$155M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$335K
3
+$159K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$128K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$110K

Top Sells

1
+$632K
2
+$282K
3
+$135K
4
DD icon
DuPont de Nemours
DD
+$120K
5
WFC icon
Wells Fargo
WFC
+$116K

Sector Composition

1 Consumer Staples 36.15%
2 Materials 2.06%
3 Healthcare 1.91%
4 Technology 1.69%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$151K 0.1%
2,648
-22
77
$147K 0.1%
690
78
$145K 0.09%
709
79
$141K 0.09%
905
80
$131K 0.08%
2,800
-100
81
$128K 0.08%
1,826
82
$118K 0.08%
2,165
83
$117K 0.08%
5,830
84
$117K 0.08%
2,320
85
$116K 0.08%
27,385
86
$110K 0.07%
2,850
87
$108K 0.07%
4,366
88
$104K 0.07%
613
89
$99K 0.06%
1,820
90
$95K 0.06%
600
91
$89K 0.06%
+1,223
92
$89K 0.06%
+1,015
93
$88K 0.06%
+1,958
94
$84K 0.05%
2,974
+522
95
$81K 0.05%
1,500
96
$81K 0.05%
4,731
97
$73K 0.05%
1,832
+1,000
98
$65K 0.04%
817
99
$56K 0.04%
1,440
100
$52K 0.03%
1,954
+322
2 3
4
5 6