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
$148M
AUM Growth
+$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$995K
3
+$960K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$883K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$841K

Top Sells

1
+$15.8M
2
+$3.81M
3
+$611K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$579K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Sector Composition

1 Consumer Staples 27%
2 Healthcare 1.6%
3 Technology 1.6%
4 Communication Services 1.54%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28K 0.02%
845
152
$28K 0.02%
1,538
-10,695
153
$27K 0.02%
678
154
$25K 0.02%
1,400
155
$25K 0.02%
433
156
$24K 0.02%
600
157
$24K 0.02%
1,018
+18
158
$23K 0.02%
168
159
$23K 0.02%
1,000
160
$23K 0.02%
701
161
$22K 0.01%
500
162
$21K 0.01%
700
163
$21K 0.01%
475
164
$21K 0.01%
565
165
$20K 0.01%
800
166
$19K 0.01%
342
167
$18K 0.01%
750
168
$17K 0.01%
282
169
$16K 0.01%
1,700
+1,000
170
$15K 0.01%
500
171
$15K 0.01%
1,120
172
$14K 0.01%
243
+3
173
$14K 0.01%
200
174
$13K 0.01%
400
-865
175
$13K 0.01%
454
-112
5 6
7
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