CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.74M
3
+$2.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M
5
USB icon
US Bancorp
USB
+$871K

Top Sells

1
+$4.16M
2
+$1.16M
3
+$1.12M
4
MSFT icon
Microsoft
MSFT
+$512K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$422K

Sector Composition

1 Consumer Staples 12.99%
2 Technology 2.09%
3 Consumer Discretionary 2.06%
4 Financials 1.74%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$56.5K 0.02%
333
152
$56.5K 0.02%
1,424
153
$54.8K 0.02%
2,081
154
$52.6K 0.02%
4,629
155
$51.9K 0.02%
456
-150
156
$51.5K 0.02%
357
157
$49.2K 0.02%
1,950
158
$46.6K 0.02%
1,300
159
$46.2K 0.02%
2,800
160
$46K 0.02%
1,238
161
$45.3K 0.02%
600
162
$45K 0.02%
527
163
$43.9K 0.02%
581
+580
164
$42.8K 0.02%
82
+80
165
$42.7K 0.02%
500
166
$42.4K 0.02%
180
+14
167
$42K 0.02%
1,300
-477
168
$41.9K 0.02%
810
169
$41.1K 0.02%
+342
170
$38.6K 0.01%
1,800
171
$38.5K 0.01%
500
172
$38.3K 0.01%
1,000
173
$38.2K 0.01%
534
174
$37.9K 0.01%
561
175
$37.6K 0.01%
187
5 6
7
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