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
$186M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$1.14M
4
SFM icon
Sprouts Farmers Market
SFM
+$650K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$568K

Top Sells

1
+$2.85M
2
+$841K
3
+$509K
4
PINS icon
Pinterest
PINS
+$475K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$310K

Sector Composition

1 Consumer Staples 24.73%
2 Consumer Discretionary 1.87%
3 Healthcare 1.82%
4 Communication Services 1.56%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18K 0.01%
1,800
177
$18K 0.01%
1,200
+900
178
$18K 0.01%
250
+50
179
$17K 0.01%
+144
180
$17K 0.01%
243
181
$17K 0.01%
+40
182
$17K 0.01%
+28
183
$17K 0.01%
1,000
-500
184
$16K 0.01%
193
-3
185
$16K 0.01%
300
186
$15K 0.01%
1,200
187
$15K 0.01%
1,700
188
$15K 0.01%
130
189
$13K 0.01%
420
190
$12K 0.01%
700
191
$12K 0.01%
1,201
192
$12K 0.01%
446
-8
193
$12K 0.01%
+627
194
$11K 0.01%
49
195
$11K 0.01%
84
196
$11K 0.01%
140
197
$11K 0.01%
523
-765
198
$9K ﹤0.01%
40
199
$9K ﹤0.01%
+36
200
$9K ﹤0.01%
100
6 7
8
9 10