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
$201M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$620K
3
+$533K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$511K

Top Sells

1
+$4.99M
2
+$569K
3
+$550K
4
PDD icon
Pinduoduo
PDD
+$515K
5
CHWY icon
Chewy
CHWY
+$409K

Sector Composition

1 Consumer Staples 15.87%
2 Consumer Discretionary 2.65%
3 Technology 2.35%
4 Financials 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$63K 0.03%
1,632
+1,203
152
$63K 0.03%
1,610
153
$62K 0.03%
4,313
154
$62K 0.03%
1,738
+1,588
155
$62K 0.03%
2,800
156
$59K 0.03%
230
157
$56K 0.03%
817
158
$55K 0.03%
4,629
159
$53K 0.03%
199
-796
160
$53K 0.03%
1,424
161
$50K 0.02%
3,600
162
$49K 0.02%
604
163
$48K 0.02%
600
164
$48K 0.02%
410
165
$47K 0.02%
2,081
166
$47K 0.02%
666
167
$46K 0.02%
1,238
168
$44K 0.02%
250
169
$44K 0.02%
+400
170
$43K 0.02%
3,583
-1,400
171
$43K 0.02%
1,400
172
$43K 0.02%
400
173
$42K 0.02%
3,500
174
$42K 0.02%
1,160
175
$41K 0.02%
544
5 6
7
8 9