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
$281M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.11M
3
+$1.48M
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$1.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M

Top Sells

1
+$1.69M
2
+$1.16M
3
+$1.09M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$766K
5
BABA icon
Alibaba
BABA
+$660K

Sector Composition

1 Consumer Staples 11.11%
2 Technology 2.7%
3 Consumer Discretionary 2.05%
4 Materials 1.35%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30.1K 0.01%
51
127
$27.9K 0.01%
441
-48
128
$27.7K 0.01%
3,940
129
$25.8K 0.01%
167
130
$25.4K 0.01%
1,117
131
$24.2K 0.01%
217
132
$23.9K 0.01%
260
133
$21.5K 0.01%
+576
134
$20.2K 0.01%
992
135
$19.6K 0.01%
148
136
$19.5K 0.01%
10
137
$18.7K 0.01%
120
138
$18.4K 0.01%
37
139
$18.3K 0.01%
167
140
$15K 0.01%
22
141
$12K ﹤0.01%
100
142
$11.6K ﹤0.01%
70
143
$10.9K ﹤0.01%
225
144
$10.6K ﹤0.01%
2,483
145
$9.68K ﹤0.01%
7
146
$9.68K ﹤0.01%
20
147
$9.38K ﹤0.01%
375
148
$8.22K ﹤0.01%
290
149
$7.71K ﹤0.01%
167
150
$7.37K ﹤0.01%
12
4 5
6
7 8