CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$690K
3
+$690K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$601K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$567K

Top Sells

1
+$5.57M
2
+$590K
3
+$569K
4
CHWY icon
Chewy
CHWY
+$525K
5
PDD icon
Pinduoduo
PDD
+$479K

Sector Composition

1 Consumer Staples 15.87%
2 Consumer Discretionary 2.65%
3 Technology 2.35%
4 Financials 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.1%
17,833
-120
102
$200K 0.1%
+2,030
103
$200K 0.1%
+262
104
$195K 0.1%
4,763
105
$192K 0.1%
1,894
106
$179K 0.09%
1,200
107
$171K 0.09%
2,731
-8,232
108
$166K 0.08%
4,163
+2,686
109
$159K 0.08%
17,856
110
$136K 0.07%
494
-43
111
$135K 0.07%
492
112
$135K 0.07%
2,218
113
$134K 0.07%
818
-61
114
$126K 0.06%
20,855
115
$125K 0.06%
1,434
116
$124K 0.06%
2,829
117
$122K 0.06%
509
118
$118K 0.06%
1,416
119
$113K 0.06%
9,759
-8,375
120
$113K 0.06%
3,400
121
$112K 0.06%
498
122
$111K 0.06%
309
+119
123
$102K 0.05%
333
124
$95K 0.05%
1,255
+10
125
$93K 0.05%
6,555
+5,025
3 4
5
6 7