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
$201M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$620K
3
+$533K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$511K

Top Sells

1
+$4.99M
2
+$569K
3
+$550K
4
PDD icon
Pinduoduo
PDD
+$515K
5
CHWY icon
Chewy
CHWY
+$409K

Sector Composition

1 Consumer Staples 15.87%
2 Consumer Discretionary 2.65%
3 Technology 2.35%
4 Financials 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$41K 0.02%
1,300
177
$40K 0.02%
366
178
$39K 0.02%
640
-64
179
$38K 0.02%
167
180
$37K 0.02%
526
-20
181
$37K 0.02%
1,300
182
$36K 0.02%
86
183
$35K 0.02%
2,847
-3,000
184
$35K 0.02%
289
185
$35K 0.02%
1,312
186
$33K 0.02%
1,000
187
$33K 0.02%
793
188
$32K 0.02%
561
189
$32K 0.02%
635
190
$32K 0.02%
698
191
$31K 0.02%
700
192
$30K 0.01%
36
193
$30K 0.01%
1,497
194
$30K 0.01%
375
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195
$29K 0.01%
534
196
$29K 0.01%
5,390
197
$29K 0.01%
678
198
$28K 0.01%
2,050
199
$28K 0.01%
1,400
200
$28K 0.01%
40
-201
6 7
8
9 10