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
$148M
AUM Growth
+$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$995K
3
+$960K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$883K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$841K

Top Sells

1
+$15.8M
2
+$3.81M
3
+$611K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$579K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Sector Composition

1 Consumer Staples 27%
2 Healthcare 1.6%
3 Technology 1.6%
4 Communication Services 1.54%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K 0.01%
+196
177
$13K 0.01%
1,800
178
$13K 0.01%
130
179
$13K 0.01%
300
180
$12K 0.01%
49
-54
181
$12K 0.01%
420
182
$12K 0.01%
1,700
183
$12K 0.01%
318
-143
184
$12K 0.01%
+265
185
$11K 0.01%
90
186
$11K 0.01%
700
-1,130
187
$11K 0.01%
160
188
$10K 0.01%
460
189
$9K 0.01%
82
190
$9K 0.01%
1,201
191
$9K 0.01%
94
-155
192
$8K 0.01%
300
193
$7K ﹤0.01%
200
194
$7K ﹤0.01%
140
-5,922
195
$7K ﹤0.01%
228
196
$6K ﹤0.01%
40
197
$6K ﹤0.01%
72
198
$6K ﹤0.01%
340
-190
199
$6K ﹤0.01%
271
200
$5K ﹤0.01%
68
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8
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