CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$944K
3
+$935K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$854K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$805K

Top Sells

1
+$14.9M
2
+$3.58M
3
+$552K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$538K
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$536K

Sector Composition

1 Consumer Staples 27%
2 Healthcare 1.6%
3 Technology 1.6%
4 Communication Services 1.54%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
68
202
$4K ﹤0.01%
112
203
$4K ﹤0.01%
+300
204
$4K ﹤0.01%
350
205
$3K ﹤0.01%
65
+1
206
$3K ﹤0.01%
28
207
$2K ﹤0.01%
39
-46
208
$2K ﹤0.01%
280
209
$2K ﹤0.01%
67
-20,454
210
$2K ﹤0.01%
75
-20,849
211
$2K ﹤0.01%
282
212
$1K ﹤0.01%
12
213
$1K ﹤0.01%
42
-11,557
214
$1K ﹤0.01%
14
215
– –
-130
216
– –
-5,227
217
$0 ﹤0.01%
2
218
– –
-9,025
219
– –
-198
220
– –
-219
221
– –
-30
222
– –
-5,880
223
– –
-34
224
– –
-415
225
– –
-6,014
6 7 8
9
10