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
$148M
AUM Growth
+$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$995K
3
+$960K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$883K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$841K

Top Sells

1
+$15.8M
2
+$3.81M
3
+$611K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$579K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Sector Composition

1 Consumer Staples 27%
2 Healthcare 1.6%
3 Technology 1.6%
4 Communication Services 1.54%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.17%
4,390
77
$233K 0.16%
3,160
-447
78
$232K 0.16%
1,651
79
$223K 0.15%
3,795
80
$210K 0.14%
1,095
+1
81
$203K 0.14%
+10,557
82
$188K 0.13%
2,556
83
$178K 0.12%
1,326
-1,330
84
$175K 0.12%
4,070
-784
85
$172K 0.12%
4,015
-604
86
$167K 0.11%
2,739
+37
87
$166K 0.11%
2,058
88
$163K 0.11%
19,667
89
$163K 0.11%
2,081
+532
90
$161K 0.11%
3,593
+2,200
91
$156K 0.11%
5,229
+15
92
$152K 0.1%
2,304
+33
93
$151K 0.1%
3,178
-2,880
94
$150K 0.1%
4,465
95
$136K 0.09%
828
-675
96
$134K 0.09%
+2,214
97
$130K 0.09%
+3,400
98
$125K 0.08%
2,450
99
$116K 0.08%
3,221
+9
100
$108K 0.07%
567
2 3
4
5 6