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
$281M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.11M
3
+$1.48M
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$1.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M

Top Sells

1
+$1.69M
2
+$1.16M
3
+$1.09M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$766K
5
BABA icon
Alibaba
BABA
+$660K

Sector Composition

1 Consumer Staples 11.11%
2 Technology 2.7%
3 Consumer Discretionary 2.05%
4 Materials 1.35%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.12K ﹤0.01%
6
177
$2.03K ﹤0.01%
4
178
$1.87K ﹤0.01%
20
179
$1.83K ﹤0.01%
10
180
$1.81K ﹤0.01%
9
181
$1.74K ﹤0.01%
13
182
$1.43K ﹤0.01%
12
183
$1.27K ﹤0.01%
6
184
$1.24K ﹤0.01%
16
185
$1.01K ﹤0.01%
22
186
$998 ﹤0.01%
100
187
$978 ﹤0.01%
33
188
$949 ﹤0.01%
14
189
$905 ﹤0.01%
14
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190
$795 ﹤0.01%
14
191
$682 ﹤0.01%
4
192
$657 ﹤0.01%
12
193
$494 ﹤0.01%
5
194
$425 ﹤0.01%
6
195
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0
196
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197
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198
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199
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200
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-754
5 6 7
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