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
$186M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$1.14M
4
SFM icon
Sprouts Farmers Market
SFM
+$650K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$568K

Top Sells

1
+$2.85M
2
+$841K
3
+$509K
4
PINS icon
Pinterest
PINS
+$475K
5
VWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31K 0.02%
960
152
$30K 0.02%
600
153
$30K 0.02%
1,000
+700
154
$30K 0.02%
543
+68
155
$29K 0.02%
910
156
$29K 0.02%
1,105
-300
157
$28K 0.02%
500
158
$27K 0.01%
1,570
+8
159
$26K 0.01%
701
160
$26K 0.01%
+344
161
$25K 0.01%
1,400
162
$25K 0.01%
168
163
$25K 0.01%
2,600
164
$24K 0.01%
282
165
$23K 0.01%
1,000
166
$23K 0.01%
1,120
167
$22K 0.01%
730
168
$22K 0.01%
800
169
$21K 0.01%
575
+375
170
$21K 0.01%
+148
171
$20K 0.01%
700
172
$20K 0.01%
318
173
$19K 0.01%
750
174
$19K 0.01%
342
175
$18K 0.01%
+228
5 6
7
8 9