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
$148M
AUM Growth
+$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$995K
3
+$960K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$883K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$841K

Top Sells

1
+$15.8M
2
+$3.81M
3
+$611K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$579K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Sector Composition

1 Consumer Staples 27%
2 Healthcare 1.6%
3 Technology 1.6%
4 Communication Services 1.54%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$52K 0.04%
1,720
-342
127
$49K 0.03%
1,884
-28
128
$48K 0.03%
826
129
$48K 0.03%
400
130
$44K 0.03%
3,600
131
$42K 0.03%
140
132
$41K 0.03%
230
133
$40K 0.03%
1,780
-15,120
134
$40K 0.03%
+600
135
$40K 0.03%
1,400
136
$38K 0.03%
1,695
137
$38K 0.03%
1,300
138
$38K 0.03%
395
-6,023
139
$36K 0.02%
1,000
140
$36K 0.02%
1,405
141
$36K 0.02%
+309
142
$34K 0.02%
960
143
$34K 0.02%
19,718
144
$32K 0.02%
+2,350
145
$31K 0.02%
143
146
$31K 0.02%
1,300
147
$30K 0.02%
1,800
148
$29K 0.02%
2,965
149
$29K 0.02%
1,562
150
$28K 0.02%
910
4 5
6
7 8