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
$160M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$548K
3
+$256K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$253K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$252K

Top Sells

1
+$2.47M
2
+$1.38M
3
+$1.11M
4
GG
Goldcorp Inc
GG
+$568K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$184K

Sector Composition

1 Consumer Staples 40.48%
2 Healthcare 1.91%
3 Materials 1.65%
4 Technology 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K ﹤0.01%
550
152
$5K ﹤0.01%
700
153
$5K ﹤0.01%
110
154
$4K ﹤0.01%
354
155
$4K ﹤0.01%
200
156
$3K ﹤0.01%
280
-53,042
157
$3K ﹤0.01%
25
158
$3K ﹤0.01%
20
159
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160
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161
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162
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164
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$0 ﹤0.01%
+9
169
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+1
170
$0 ﹤0.01%
3
+2
171
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175
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-20
4 5 6
7
8