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
$155M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$335K
3
+$159K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$128K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$110K

Top Sells

1
+$632K
2
+$282K
3
+$135K
4
DD icon
DuPont de Nemours
DD
+$120K
5
WFC icon
Wells Fargo
WFC
+$116K

Sector Composition

1 Consumer Staples 36.15%
2 Materials 2.06%
3 Healthcare 1.91%
4 Technology 1.69%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K 0.01%
180
152
$8K 0.01%
+436
153
$8K 0.01%
200
-150
154
$7K ﹤0.01%
+271
155
$7K ﹤0.01%
460
156
$7K ﹤0.01%
+121
157
$7K ﹤0.01%
550
158
$6K ﹤0.01%
700
159
$5K ﹤0.01%
110
160
$5K ﹤0.01%
200
161
$4K ﹤0.01%
354
162
$4K ﹤0.01%
25
163
$3K ﹤0.01%
+50
164
$2K ﹤0.01%
20
165
$2K ﹤0.01%
+66
166
– –
-1,000
167
$0 ﹤0.01%
40
168
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-464
169
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-400
170
– –
-210
171
$0 ﹤0.01%
3
172
$0 ﹤0.01%
4
+3
173
$0 ﹤0.01%
9
174
– –
-2,410
175
– –
-2,479
4 5 6
7
8