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
$281M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.11M
3
+$1.48M
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$1.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M

Top Sells

1
+$1.69M
2
+$1.16M
3
+$1.09M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$766K
5
BABA icon
Alibaba
BABA
+$660K

Sector Composition

1 Consumer Staples 11.11%
2 Technology 2.7%
3 Consumer Discretionary 2.05%
4 Materials 1.35%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.08K ﹤0.01%
21
152
$6.2K ﹤0.01%
36
153
$6K ﹤0.01%
69
154
$5.89K ﹤0.01%
24
155
$5.63K ﹤0.01%
12
156
$5.62K ﹤0.01%
18
157
$4.84K ﹤0.01%
48
158
$4.71K ﹤0.01%
40
159
$4.45K ﹤0.01%
21
160
$4.38K ﹤0.01%
105
161
$4.24K ﹤0.01%
144
162
$3.81K ﹤0.01%
420
163
$3.73K ﹤0.01%
55
164
$3.72K ﹤0.01%
15
165
$3.6K ﹤0.01%
68
166
$3.6K ﹤0.01%
24
167
$3.23K ﹤0.01%
18
168
$3.21K ﹤0.01%
22
169
$3.14K ﹤0.01%
6
170
$3.13K ﹤0.01%
33
171
$2.94K ﹤0.01%
30
172
$2.77K ﹤0.01%
21
173
$2.43K ﹤0.01%
28
174
$2.13K ﹤0.01%
8
175
$2.12K ﹤0.01%
183
5 6
7
8 9