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
$186M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$1.14M
4
SFM icon
Sprouts Farmers Market
SFM
+$650K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$568K

Top Sells

1
+$2.85M
2
+$841K
3
+$509K
4
PINS icon
Pinterest
PINS
+$475K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$310K

Sector Composition

1 Consumer Staples 24.73%
2 Consumer Discretionary 1.87%
3 Healthcare 1.82%
4 Communication Services 1.56%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$133K 0.07%
4,665
102
$121K 0.06%
1,200
103
$121K 0.06%
2,841
104
$119K 0.06%
567
105
$119K 0.06%
1,950
106
$107K 0.06%
1,409
+19
107
$106K 0.06%
490
+130
108
$106K 0.06%
7,068
109
$100K 0.05%
1,262
110
$99K 0.05%
377
111
$95K 0.05%
1,400
112
$94K 0.05%
1,000
113
$93K 0.05%
1,922
+3
114
$91K 0.05%
1,005
115
$89K 0.05%
1,780
-6,195
116
$85K 0.05%
1,452
117
$85K 0.05%
2,097
+9
118
$82K 0.04%
3,399
+16
119
$81K 0.04%
2,800
120
$79K 0.04%
1,348
+48
121
$75K 0.04%
700
122
$72K 0.04%
950
123
$71K 0.04%
4,629
124
$71K 0.04%
2,300
+576
125
$69K 0.04%
769
-5,671
3 4
5
6 7