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
$281M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.11M
3
+$1.48M
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$1.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M

Top Sells

1
+$1.69M
2
+$1.16M
3
+$1.09M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$766K
5
BABA icon
Alibaba
BABA
+$660K

Sector Composition

1 Consumer Staples 11.11%
2 Technology 2.7%
3 Consumer Discretionary 2.05%
4 Materials 1.35%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$80.9K 0.03%
1,610
102
$80.6K 0.03%
1,780
103
$72.2K 0.03%
250
104
$68.7K 0.02%
37,935
105
$68.3K 0.02%
326
106
$64.6K 0.02%
2,081
107
$59.5K 0.02%
678
108
$56.4K 0.02%
801
109
$54K 0.02%
1,300
110
$52.1K 0.02%
445
-42
111
$51.7K 0.02%
357
112
$51K 0.02%
167
113
$50.8K 0.02%
187
114
$50.2K 0.02%
187
115
$49.7K 0.02%
4,429
116
$47.6K 0.02%
500
117
$46.8K 0.02%
456
118
$44.7K 0.02%
509
119
$39.8K 0.01%
42
120
$39.2K 0.01%
534
121
$35.9K 0.01%
208
122
$34.2K 0.01%
470
123
$32.5K 0.01%
590
124
$31K 0.01%
674
125
$30.4K 0.01%
628
3 4
5
6 7