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
$201M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$620K
3
+$533K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$511K

Top Sells

1
+$4.99M
2
+$569K
3
+$550K
4
PDD icon
Pinduoduo
PDD
+$515K
5
CHWY icon
Chewy
CHWY
+$409K

Sector Composition

1 Consumer Staples 15.87%
2 Consumer Discretionary 2.65%
3 Technology 2.35%
4 Financials 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27K 0.01%
1,800
-18,289
202
$27K 0.01%
701
203
$26K 0.01%
500
204
$25K 0.01%
146
205
$25K 0.01%
187
-7
206
$25K 0.01%
800
207
$25K 0.01%
1,000
208
$25K 0.01%
1,800
209
$25K 0.01%
800
210
$24K 0.01%
1,000
211
$23K 0.01%
42
212
$23K 0.01%
334
213
$23K 0.01%
267
214
$21K 0.01%
438
215
$20K 0.01%
1,900
216
$20K 0.01%
168
217
$20K 0.01%
420
218
$20K 0.01%
355
219
$19K 0.01%
625
220
$19K 0.01%
1,064
221
$19K 0.01%
208
222
$19K 0.01%
167
223
$19K 0.01%
960
224
$18K 0.01%
200
225
$17K 0.01%
525
7 8
9
10 11