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
$201M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$620K
3
+$533K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$511K

Top Sells

1
+$4.99M
2
+$569K
3
+$550K
4
PDD icon
Pinduoduo
PDD
+$515K
5
CHWY icon
Chewy
CHWY
+$409K

Sector Composition

1 Consumer Staples 15.87%
2 Consumer Discretionary 2.65%
3 Technology 2.35%
4 Financials 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$370K 0.18%
1,035
+150
77
$367K 0.18%
1,954
+124
78
$348K 0.17%
5,319
79
$347K 0.17%
9,085
+3,495
80
$332K 0.17%
8,629
81
$320K 0.16%
3,995
82
$299K 0.15%
+247,256
83
$299K 0.15%
2,210
+68
84
$296K 0.15%
9,764
85
$290K 0.14%
2,138
-587
86
$284K 0.14%
8,510
87
$273K 0.14%
1,297
88
$256K 0.13%
6,086
89
$250K 0.12%
4,300
90
$248K 0.12%
1,727
-746
91
$242K 0.12%
+436
92
$239K 0.12%
897
93
$236K 0.12%
2,201
94
$220K 0.11%
7,995
95
$219K 0.11%
4,206
96
$215K 0.11%
5,800
97
$215K 0.11%
2,556
98
$212K 0.11%
1,474
+10
99
$211K 0.1%
4,210
100
$210K 0.1%
1,566
-54
2 3
4
5 6