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
$160M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$548K
3
+$256K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$253K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$252K

Top Sells

1
+$2.47M
2
+$1.38M
3
+$1.11M
4
GG
Goldcorp Inc
GG
+$568K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$184K

Sector Composition

1 Consumer Staples 40.48%
2 Healthcare 1.91%
3 Materials 1.65%
4 Technology 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27K 0.02%
800
127
$26K 0.02%
600
128
$24K 0.02%
1,210
-320
129
$24K 0.02%
515
130
$22K 0.01%
1,201
131
$22K 0.01%
960
132
$19K 0.01%
+610
133
$17K 0.01%
623
134
$17K 0.01%
240
-60
135
$15K 0.01%
177
136
$14K 0.01%
+410
137
$14K 0.01%
1,100
138
$13K 0.01%
400
139
$13K 0.01%
+1,054
140
$13K 0.01%
400
141
$12K 0.01%
+860
142
$12K 0.01%
+350
143
$11K 0.01%
300
+100
144
$11K 0.01%
240
+130
145
$10K 0.01%
93
146
$10K 0.01%
+280
147
$8K 0.01%
180
-230
148
$8K 0.01%
464
-3,300
149
$8K 0.01%
210
-80
150
$7K ﹤0.01%
550
4 5
6
7 8