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
$186M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$1.14M
4
SFM icon
Sprouts Farmers Market
SFM
+$650K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$568K

Top Sells

1
+$2.85M
2
+$841K
3
+$509K
4
PINS icon
Pinterest
PINS
+$475K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$310K

Sector Composition

1 Consumer Staples 24.73%
2 Consumer Discretionary 1.87%
3 Healthcare 1.82%
4 Communication Services 1.56%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$69K 0.04%
1,424
127
$69K 0.04%
1,560
128
$61K 0.03%
2,081
129
$61K 0.03%
1,610
130
$61K 0.03%
1,400
131
$56K 0.03%
817
132
$55K 0.03%
3,600
133
$53K 0.03%
140
134
$53K 0.03%
19,718
135
$52K 0.03%
230
136
$50K 0.03%
826
137
$50K 0.03%
+47
138
$48K 0.03%
1,695
139
$48K 0.03%
1,884
140
$47K 0.03%
433
141
$46K 0.02%
2,050
+1,250
142
$46K 0.02%
375
143
$46K 0.02%
309
144
$44K 0.02%
1,300
145
$41K 0.02%
1,000
146
$41K 0.02%
1,300
147
$40K 0.02%
845
148
$40K 0.02%
1,800
149
$39K 0.02%
1,038
+9
150
$33K 0.02%
678
4 5
6
7 8