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
$186M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$1.14M
4
SFM icon
Sprouts Farmers Market
SFM
+$650K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$568K

Top Sells

1
+$2.85M
2
+$841K
3
+$509K
4
PINS icon
Pinterest
PINS
+$475K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$310K

Sector Composition

1 Consumer Staples 24.73%
2 Consumer Discretionary 1.87%
3 Healthcare 1.82%
4 Communication Services 1.56%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
+36
202
$8K ﹤0.01%
440
+100
203
$7K ﹤0.01%
+48
204
$6K ﹤0.01%
+24
205
$6K ﹤0.01%
213
206
$6K ﹤0.01%
68
207
$6K ﹤0.01%
+24
208
$6K ﹤0.01%
73
+1
209
$6K ﹤0.01%
112
210
$6K ﹤0.01%
+40
211
$5K ﹤0.01%
+28
212
$5K ﹤0.01%
35
213
$5K ﹤0.01%
+100
214
$4K ﹤0.01%
+28
215
$4K ﹤0.01%
+20
216
$4K ﹤0.01%
+100
217
$3K ﹤0.01%
48
-4,283
218
$3K ﹤0.01%
48
-3,130
219
$3K ﹤0.01%
308
220
$3K ﹤0.01%
28
221
$2K ﹤0.01%
+8
222
$2K ﹤0.01%
39
223
$2K ﹤0.01%
280
224
$2K ﹤0.01%
+67
225
$2K ﹤0.01%
+28
6 7 8
9
10