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
$259M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.74M
3
+$2.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M
5
USB icon
US Bancorp
USB
+$871K

Top Sells

1
+$4.16M
2
+$1.16M
3
+$1.12M
4
MSFT icon
Microsoft
MSFT
+$512K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$422K

Sector Composition

1 Consumer Staples 12.99%
2 Technology 2.09%
3 Consumer Discretionary 2.06%
4 Financials 1.74%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.13%
2,906
77
$331K 0.13%
9,814
-1,200
78
$327K 0.13%
7,662
+50
79
$315K 0.12%
4,819
80
$315K 0.12%
6,907
-7,196
81
$306K 0.12%
4,119
82
$304K 0.12%
8,168
-7,828
83
$290K 0.11%
655
-55
84
$287K 0.11%
1,827
+100
85
$282K 0.11%
577
+16
86
$275K 0.11%
2,930
+28
87
$273K 0.11%
1,242
-47
88
$264K 0.1%
4,146
-3,934
89
$257K 0.1%
4,300
90
$253K 0.1%
2,556
91
$251K 0.1%
+13,481
92
$251K 0.1%
4,763
93
$249K 0.1%
+9,449
94
$243K 0.09%
2,200
95
$232K 0.09%
1,894
96
$229K 0.09%
832
-409
97
$226K 0.09%
5,800
98
$223K 0.09%
1,534
99
$220K 0.09%
1,944
100
$214K 0.08%
1,291
-246
2 3
4
5 6