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
$155M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$335K
3
+$159K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$128K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$110K

Top Sells

1
+$632K
2
+$282K
3
+$135K
4
DD icon
DuPont de Nemours
DD
+$120K
5
WFC icon
Wells Fargo
WFC
+$116K

Sector Composition

1 Consumer Staples 36.15%
2 Materials 2.06%
3 Healthcare 1.91%
4 Technology 1.69%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$52K 0.03%
300
102
$52K 0.03%
2,380
103
$52K 0.03%
+2,030
104
$51K 0.03%
1,420
+90
105
$51K 0.03%
1,750
106
$51K 0.03%
2,006
+332
107
$49K 0.03%
3,454
+270
108
$46K 0.03%
860
109
$45K 0.03%
1,000
110
$44K 0.03%
+600
111
$44K 0.03%
350
112
$44K 0.03%
1,760
+80
113
$44K 0.03%
400
114
$41K 0.03%
619
115
$40K 0.03%
4,857
+2,000
116
$39K 0.03%
1,300
117
$38K 0.02%
+230
118
$37K 0.02%
1,695
119
$33K 0.02%
1,000
120
$33K 0.02%
900
+490
121
$32K 0.02%
340
122
$31K 0.02%
490
123
$29K 0.02%
1,400
124
$29K 0.02%
1,000
125
$28K 0.02%
700
3 4
5
6 7