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
$275M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.36M
3
+$1.77M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.27M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.04M

Top Sells

1
+$5.09M
2
+$2.78M
3
+$947K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$800K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$582K

Sector Composition

1 Consumer Staples 11.08%
2 Technology 2.74%
3 Financials 2.28%
4 Consumer Discretionary 1.8%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$57.8K 0.02%
357
152
$57.4K 0.02%
650
-69
153
$54.7K 0.02%
+490
154
$53.5K 0.02%
1,250
-850
155
$53.2K 0.02%
588
+104
156
$53.1K 0.02%
4,629
157
$51K 0.02%
1,300
158
$50.9K 0.02%
500
159
$50.3K 0.02%
367
+83
160
$49.1K 0.02%
527
161
$48K 0.02%
378
162
$48K 0.02%
194
+14
163
$45K 0.02%
187
164
$44.6K 0.02%
1,238
165
$43.8K 0.02%
1,300
166
$40.9K 0.01%
810
167
$39.2K 0.01%
500
168
$38.9K 0.01%
561
169
$38.9K 0.01%
167
170
$38.8K 0.01%
345
+27
171
$36K 0.01%
534
172
$35.6K 0.01%
678
173
$34.1K 0.01%
42
174
$34.1K 0.01%
700
175
$32.7K 0.01%
590
5 6
7
8 9