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
$186M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$1.14M
4
SFM icon
Sprouts Farmers Market
SFM
+$650K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$568K

Top Sells

1
+$2.85M
2
+$841K
3
+$509K
4
PINS icon
Pinterest
PINS
+$475K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$310K

Sector Composition

1 Consumer Staples 24.73%
2 Consumer Discretionary 1.87%
3 Healthcare 1.82%
4 Communication Services 1.56%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337K 0.18%
+10,400
77
$325K 0.17%
8,830
-3,682
78
$321K 0.17%
2,911
-3
79
$315K 0.17%
3,788
+300
80
$311K 0.17%
4,390
81
$309K 0.17%
1,130
+67
82
$299K 0.16%
9,400
83
$273K 0.15%
2,556
84
$266K 0.14%
1,690
+44
85
$264K 0.14%
1,096
86
$258K 0.14%
686
87
$250K 0.13%
4,024
+24
88
$219K 0.12%
3,538
+48
89
$206K 0.11%
+10,000
90
$202K 0.11%
2,766
+27
91
$199K 0.11%
2,072
+14
92
$195K 0.1%
4,924
-325
93
$187K 0.1%
906
94
$186K 0.1%
3,400
95
$169K 0.09%
2,304
96
$166K 0.09%
3,575
97
$161K 0.09%
3,552
98
$156K 0.08%
1,840
99
$153K 0.08%
3,231
+2
100
$145K 0.08%
623
+450
2 3
4
5 6