CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.74M
3
+$2.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M
5
USB icon
US Bancorp
USB
+$871K

Top Sells

1
+$4.16M
2
+$1.16M
3
+$1.12M
4
MSFT icon
Microsoft
MSFT
+$512K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$422K

Sector Composition

1 Consumer Staples 12.99%
2 Technology 2.09%
3 Consumer Discretionary 2.06%
4 Financials 1.74%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23.2K 0.01%
1,071
+5
202
$23.2K 0.01%
3,940
-1,450
203
$22.5K 0.01%
31
-55
204
$21.5K 0.01%
213
205
$21.4K 0.01%
132
-64
206
$21.2K 0.01%
60
+10
207
$21.2K 0.01%
190
+19
208
$21.1K 0.01%
+267
209
$20K 0.01%
67
210
$19.9K 0.01%
1,900
211
$19.4K 0.01%
992
212
$19.2K 0.01%
97
+15
213
$18.7K 0.01%
167
214
$18K 0.01%
216
215
$17.9K 0.01%
1,170
216
$17.5K 0.01%
700
217
$17.5K 0.01%
1,000
218
$16.9K 0.01%
155
219
$16.7K 0.01%
200
220
$16.4K 0.01%
100
221
$16.1K 0.01%
535
222
$15.5K 0.01%
112
223
$15.1K 0.01%
167
224
$15K 0.01%
167
225
$14.5K 0.01%
120
7 8
9
10 11