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
$201M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$620K
3
+$533K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$511K

Top Sells

1
+$4.99M
2
+$569K
3
+$550K
4
PDD icon
Pinduoduo
PDD
+$515K
5
CHWY icon
Chewy
CHWY
+$409K

Sector Composition

1 Consumer Staples 15.87%
2 Consumer Discretionary 2.65%
3 Technology 2.35%
4 Financials 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$92K 0.05%
1,572
127
$90K 0.04%
7,420
-640
128
$88K 0.04%
1,700
129
$88K 0.04%
7,600
-2,750
130
$88K 0.04%
2,000
131
$86K 0.04%
3,331
132
$85K 0.04%
5,439
+3,249
133
$85K 0.04%
1,372
-36
134
$81K 0.04%
20,064
135
$75K 0.04%
965
136
$73K 0.04%
4,302
-4,913
137
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189
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138
$73K 0.04%
922
139
$72K 0.04%
2,330
-13,221
140
$72K 0.04%
1,802
141
$71K 0.04%
1,113
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142
$71K 0.04%
2,011
+1,711
143
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2,750
144
$70K 0.03%
9,600
145
$69K 0.03%
192
146
$68K 0.03%
143
-1
147
$68K 0.03%
897
-365
148
$65K 0.03%
1,780
149
$64K 0.03%
140
150
$64K 0.03%
525
-100
4 5
6
7 8