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
$275M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.36M
3
+$1.77M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.27M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.04M

Top Sells

1
+$5.09M
2
+$2.78M
3
+$947K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$800K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$582K

Sector Composition

1 Consumer Staples 11.08%
2 Technology 2.74%
3 Financials 2.28%
4 Consumer Discretionary 1.8%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$342K 0.12%
13,481
77
$333K 0.12%
5,800
78
$326K 0.12%
969
-108
79
$324K 0.12%
543
-34
80
$321K 0.12%
4,119
81
$317K 0.12%
2,906
82
$312K 0.11%
2,091
+100
83
$294K 0.11%
7,800
-2,350
84
$291K 0.11%
1,857
+576
85
$288K 0.1%
605
86
$286K 0.1%
4,783
+4,777
87
$284K 0.1%
2,997
+34
88
$283K 0.1%
+12,082
89
$270K 0.1%
20,855
90
$268K 0.1%
4,763
91
$267K 0.1%
1,568
+34
92
$267K 0.1%
7,073
-6,125
93
$256K 0.09%
439
94
$252K 0.09%
1,894
95
$252K 0.09%
832
96
$249K 0.09%
45,540
97
$248K 0.09%
642
+16
98
$245K 0.09%
2,556
99
$245K 0.09%
4,940
100
$238K 0.09%
2,410
-4,820
2 3
4
5 6