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
$148M
AUM Growth
+$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$995K
3
+$960K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$883K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$841K

Top Sells

1
+$15.8M
2
+$3.81M
3
+$611K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$579K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

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%
213
-410
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%
140
215
– –
-5,227
216
– –
-7,230
217
– –
-53
218
– –
-4,835
219
– –
-210
220
– –
-500
221
– –
-160
222
– –
-1,700
223
$0 ﹤0.01%
3
-6,927
224
– –
-9,882
225
– –
-81
6 7 8
9
10