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
$155M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$335K
3
+$159K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$128K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$110K

Top Sells

1
+$632K
2
+$282K
3
+$135K
4
DD icon
DuPont de Nemours
DD
+$120K
5
WFC icon
Wells Fargo
WFC
+$116K

Sector Composition

1 Consumer Staples 36.15%
2 Materials 2.06%
3 Healthcare 1.91%
4 Technology 1.69%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28K 0.02%
685
127
$28K 0.02%
1,800
128
$28K 0.02%
1,700
129
$27K 0.02%
500
130
$27K 0.02%
969
131
$27K 0.02%
800
132
$26K 0.02%
515
133
$25K 0.02%
1,210
134
$24K 0.02%
600
135
$23K 0.01%
1,201
136
$20K 0.01%
1,100
137
$19K 0.01%
610
138
$18K 0.01%
623
139
$17K 0.01%
+422
140
$15K 0.01%
177
141
$15K 0.01%
960
142
$15K 0.01%
+88
143
$14K 0.01%
310
+70
144
$12K 0.01%
180
-60
145
$12K 0.01%
400
146
$12K 0.01%
860
147
$11K 0.01%
300
148
$11K 0.01%
93
149
$11K 0.01%
1,054
150
$9K 0.01%
280
4 5
6
7 8