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
$275M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.36M
3
+$1.77M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.27M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.04M

Top Sells

1
+$5.09M
2
+$2.78M
3
+$947K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$800K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$582K

Sector Composition

1 Consumer Staples 11.08%
2 Technology 2.74%
3 Financials 2.28%
4 Consumer Discretionary 1.8%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$231K 0.08%
991
-340
102
$228K 0.08%
1,944
103
$216K 0.08%
5,900
104
$214K 0.08%
+9,057
105
$213K 0.08%
5,655
-3,397
106
$204K 0.07%
3,225
-1,594
107
$181K 0.07%
3,606
108
$179K 0.07%
254
-11
109
$172K 0.06%
5,967
+1,845
110
$170K 0.06%
1,567
+31
111
$166K 0.06%
1,200
112
$163K 0.06%
1,634
+100
113
$163K 0.06%
9,759
114
$162K 0.06%
9,882
115
$161K 0.06%
333
116
$161K 0.06%
945
+793
117
$144K 0.05%
2,500
-1,000
118
$144K 0.05%
926
-100
119
$135K 0.05%
19,305
120
$126K 0.05%
+1,271
121
$126K 0.05%
870
122
$115K 0.04%
4,709
123
$113K 0.04%
1,572
124
$101K 0.04%
2,383
-18,969
125
$99.3K 0.04%
2,130
-200
3 4
5
6 7