CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Return
16.84%
This Quarter Return
+13.98%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$186M
AUM Growth
+$25.5M
(+16%)
Cap. Flow
+$4.65M
Cap. Flow
% of AUM
2.5%
Top 10 Holdings %
Top 10 Hldgs %
60.4%
Holding
246
New
30
Increased
81
Reduced
30
Closed
11
Top Buys
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
$2.2M |
| 2 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.48M |
| 3 |
iShares Exponential Technologies ETF
XT
|
$1.14M |
| 4 |
Sprouts Farmers Market
SFM
|
$650K |
| 5 |
Invesco QQQ Trust
QQQ
|
$568K |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.85M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$841K |
| 3 |
Chewy
CHWY
|
$509K |
| 4 |
Pinterest
PINS
|
$475K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$310K |
Sector Composition
| 1 | Consumer Staples | 24.73% |
| 2 | Consumer Discretionary | 1.87% |
| 3 | Healthcare | 1.82% |
| 4 | Communication Services | 1.56% |
| 5 | Energy | 1.51% |
