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
$275M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.36M
3
+$1.77M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.27M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.04M

Top Sells

1
+$5.09M
2
+$2.78M
3
+$947K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$800K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$582K

Sector Composition

1 Consumer Staples 11.08%
2 Technology 2.74%
3 Financials 2.28%
4 Consumer Discretionary 1.8%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32K 0.01%
700
177
$31.3K 0.01%
1,497
178
$31K 0.01%
260
179
$30.7K 0.01%
1,400
180
$28.2K 0.01%
1,000
181
$27.8K 0.01%
51
-10
182
$27.2K 0.01%
3,940
183
$26.7K 0.01%
208
184
$26.6K 0.01%
420
185
$24.4K 0.01%
1,087
+6
186
$24.3K 0.01%
474
187
$23.4K 0.01%
334
188
$22.9K 0.01%
119
+22
189
$22.8K 0.01%
+200
190
$21.9K 0.01%
217
191
$20.1K 0.01%
1,170
192
$19.9K 0.01%
300
-1,100
193
$19.9K 0.01%
19,916
-148
194
$19.9K 0.01%
167
195
$19.9K 0.01%
200
196
$19.9K 0.01%
67
197
$19.5K 0.01%
992
198
$19.4K 0.01%
300
-6
199
$19.2K 0.01%
70
+10
200
$18.6K 0.01%
171
-19
6 7
8
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