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
$259M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.74M
3
+$2.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M
5
USB icon
US Bancorp
USB
+$871K

Top Sells

1
+$4.16M
2
+$1.16M
3
+$1.12M
4
MSFT icon
Microsoft
MSFT
+$512K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$422K

Sector Composition

1 Consumer Staples 12.99%
2 Technology 2.09%
3 Consumer Discretionary 2.06%
4 Financials 1.74%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.08%
20,855
102
$209K 0.08%
4,940
103
$203K 0.08%
1,200
104
$203K 0.08%
+6,700
105
$202K 0.08%
626
106
$194K 0.08%
870
107
$194K 0.07%
+3,900
108
$192K 0.07%
3,242
-501
109
$173K 0.07%
6,512
-6,523
110
$170K 0.07%
9,882
-9,896
111
$170K 0.07%
1,536
-21
112
$155K 0.06%
4,307
113
$154K 0.06%
1,434
114
$149K 0.06%
265
+2
115
$147K 0.06%
333
116
$144K 0.06%
9,759
117
$141K 0.05%
3,855
+2,056
118
$138K 0.05%
1,026
119
$135K 0.05%
19,909
120
$134K 0.05%
690
121
$124K 0.05%
3,716
122
$110K 0.04%
4,709
123
$107K 0.04%
1,572
124
$107K 0.04%
19,305
+1,449
125
$102K 0.04%
5,853
-1,809
3 4
5
6 7