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
$281M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.11M
3
+$1.48M
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$1.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M

Top Sells

1
+$1.69M
2
+$1.16M
3
+$1.09M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$766K
5
BABA icon
Alibaba
BABA
+$660K

Sector Composition

1 Consumer Staples 11.11%
2 Technology 2.7%
3 Consumer Discretionary 2.05%
4 Materials 1.35%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$228K 0.08%
+10,785
77
$227K 0.08%
2,370
-662
78
$214K 0.08%
259
79
$209K 0.07%
1,867
80
$198K 0.07%
3,445
81
$198K 0.07%
249
82
$188K 0.07%
38,604
83
$187K 0.07%
9,759
84
$185K 0.07%
2,228
85
$181K 0.06%
333
86
$167K 0.06%
7,963
87
$149K 0.05%
28,173
88
$140K 0.05%
5,519
-219
89
$135K 0.05%
142
90
$127K 0.05%
227
+86
91
$123K 0.04%
4,709
92
$113K 0.04%
1,264
93
$112K 0.04%
965
94
$102K 0.04%
4,272
-750
95
$99.5K 0.04%
1,567
96
$95.6K 0.03%
36,632
97
$95.3K 0.03%
4,302
98
$92.3K 0.03%
+2,979
99
$82.9K 0.03%
226
100
$81K 0.03%
1,124
2 3
4
5 6