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
$160M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$548K
3
+$256K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$253K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$252K

Top Sells

1
+$2.47M
2
+$1.38M
3
+$1.11M
4
GG
Goldcorp Inc
GG
+$568K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$184K

Sector Composition

1 Consumer Staples 40.48%
2 Healthcare 1.91%
3 Materials 1.65%
4 Technology 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$48K 0.03%
1,330
102
$47K 0.03%
300
103
$44K 0.03%
1,000
104
$44K 0.03%
619
105
$43K 0.03%
350
-12
106
$42K 0.03%
1,680
+110
107
$42K 0.03%
400
108
$42K 0.03%
+1,674
109
$42K 0.03%
+1,632
110
$39K 0.02%
1,300
111
$37K 0.02%
860
-279
112
$36K 0.02%
1,695
113
$36K 0.02%
832
114
$34K 0.02%
2,857
115
$34K 0.02%
+1,000
116
$30K 0.02%
340
117
$30K 0.02%
1,800
+600
118
$30K 0.02%
490
+40
119
$29K 0.02%
1,400
120
$29K 0.02%
1,000
121
$28K 0.02%
700
122
$28K 0.02%
685
123
$28K 0.02%
500
124
$28K 0.02%
969
125
$27K 0.02%
1,700
3 4
5
6 7