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
$259M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.74M
3
+$2.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M
5
USB icon
US Bancorp
USB
+$871K

Top Sells

1
+$4.16M
2
+$1.16M
3
+$1.12M
4
MSFT icon
Microsoft
MSFT
+$512K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$422K

Sector Composition

1 Consumer Staples 12.99%
2 Technology 2.09%
3 Consumer Discretionary 2.06%
4 Financials 1.74%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$101K 0.04%
1,532
+715
127
$101K 0.04%
2,330
128
$99.5K 0.04%
881
-173
129
$98.9K 0.04%
2,786
-1,393
130
$94.5K 0.04%
7,600
131
$92.8K 0.04%
1,036
132
$92.6K 0.04%
965
133
$88.5K 0.03%
1,400
-300
134
$87.7K 0.03%
230
135
$86.4K 0.03%
509
136
$80.8K 0.03%
4,302
137
$78.6K 0.03%
253
-181
138
$76.6K 0.03%
142
-1
139
$74K 0.03%
166
-187
140
$72.4K 0.03%
1,780
141
$69.2K 0.03%
500
142
$67.9K 0.03%
250
143
$66.6K 0.03%
1,610
144
$64.8K 0.03%
7,000
145
$64.5K 0.02%
608
+19
146
$62.3K 0.02%
617
147
$62.2K 0.02%
140
148
$62K 0.02%
3,600
149
$61.7K 0.02%
6,600
150
$57.5K 0.02%
400
4 5
6
7 8