CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.74M
3
+$2.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M
5
USB icon
US Bancorp
USB
+$871K

Top Sells

1
+$4.16M
2
+$1.16M
3
+$1.12M
4
MSFT icon
Microsoft
MSFT
+$512K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$422K

Sector Composition

1 Consumer Staples 12.99%
2 Technology 2.09%
3 Consumer Discretionary 2.06%
4 Financials 1.74%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37.2K 0.01%
793
177
$37K 0.01%
376
+10
178
$36.7K 0.01%
167
179
$35.6K 0.01%
260
180
$35.5K 0.01%
678
181
$35.2K 0.01%
318
+31
182
$33.7K 0.01%
20,064
183
$32.9K 0.01%
700
184
$32.9K 0.01%
514
185
$32.4K 0.01%
467
+92
186
$32.1K 0.01%
500
-750
187
$31.7K 0.01%
1,497
188
$30.7K 0.01%
590
189
$29.3K 0.01%
61
-56
190
$29.2K 0.01%
1,000
191
$29K 0.01%
42
192
$28.5K 0.01%
1,400
193
$27.4K 0.01%
1,300
-750
194
$27.4K 0.01%
1,000
195
$26.8K 0.01%
525
196
$26.7K 0.01%
420
197
$25.4K 0.01%
800
198
$25K 0.01%
299
-169
199
$23.5K 0.01%
208
200
$23.5K 0.01%
334
6 7
8
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