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
$275M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.36M
3
+$1.77M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.27M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.04M

Top Sells

1
+$5.09M
2
+$2.78M
3
+$947K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$800K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$582K

Sector Composition

1 Consumer Staples 11.08%
2 Technology 2.74%
3 Financials 2.28%
4 Consumer Discretionary 1.8%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$98.5K 0.04%
230
127
$98.2K 0.04%
965
128
$93.9K 0.03%
142
129
$93.4K 0.03%
1,036
130
$87.7K 0.03%
253
131
$86.2K 0.03%
4,302
132
$86K 0.03%
3,995
133
$80.8K 0.03%
+420
134
$77.4K 0.03%
534
+34
135
$73.2K 0.03%
1,780
136
$69.9K 0.03%
250
137
$69.2K 0.03%
509
138
$68.3K 0.02%
1,610
139
$67.7K 0.02%
487
140
$67.6K 0.02%
576
-207
141
$67.2K 0.02%
456
142
$66K 0.02%
140
143
$64.2K 0.02%
3,417
-2,496
144
$63.7K 0.02%
1,092
-2,150
145
$63K 0.02%
857
+774
146
$62.1K 0.02%
117
147
$59.8K 0.02%
711
+700
148
$59.1K 0.02%
1,600
149
$58.3K 0.02%
1,424
150
$58.2K 0.02%
2,081
4 5
6
7 8