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
$148M
AUM Growth
+$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$995K
3
+$960K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$883K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$841K

Top Sells

1
+$15.8M
2
+$3.81M
3
+$611K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$579K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Sector Composition

1 Consumer Staples 27%
2 Healthcare 1.6%
3 Technology 1.6%
4 Communication Services 1.54%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$104K 0.07%
1,200
102
$100K 0.07%
1,300
103
$98K 0.07%
2,844
+236
104
$94K 0.06%
+2,000
105
$90K 0.06%
1,007
+500
106
$87K 0.06%
1,000
107
$85K 0.06%
1,390
108
$85K 0.06%
7,068
-20,925
109
$84K 0.06%
4,830
110
$80K 0.05%
1,452
-2,300
111
$79K 0.05%
1,910
+13
112
$77K 0.05%
1,974
-1,996
113
$75K 0.05%
379
114
$74K 0.05%
1,005
115
$70K 0.05%
2,076
+12
116
$69K 0.05%
700
117
$68K 0.05%
3,383
118
$65K 0.04%
4,629
119
$63K 0.04%
1,424
120
$61K 0.04%
1,961
+11
121
$54K 0.04%
1,400
122
$54K 0.04%
817
123
$53K 0.04%
1,610
124
$53K 0.04%
+2,800
125
$52K 0.04%
2,081
3 4
5
6 7