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
$275M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.36M
3
+$1.77M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.27M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.04M

Top Sells

1
+$5.09M
2
+$2.78M
3
+$947K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$800K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$582K

Sector Composition

1 Consumer Staples 11.08%
2 Technology 2.74%
3 Financials 2.28%
4 Consumer Discretionary 1.8%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18.3K 0.01%
200
202
$17.6K 0.01%
375
-150
203
$17.4K 0.01%
100
204
$16.9K 0.01%
120
205
$16.6K 0.01%
535
206
$16.3K 0.01%
148
207
$16.3K 0.01%
167
208
$16.2K 0.01%
167
209
$16.1K 0.01%
1,900
210
$15.7K 0.01%
10
211
$15.5K 0.01%
2,751
-17,811
212
$15.3K 0.01%
32
-117
213
$15K 0.01%
24
214
$15K 0.01%
+350
215
$13.8K 0.01%
106
-6
216
$12.8K ﹤0.01%
22
217
$12.7K ﹤0.01%
214
218
$12.2K ﹤0.01%
167
219
$11.9K ﹤0.01%
72
220
$11.1K ﹤0.01%
188
221
$11K ﹤0.01%
342
222
$10.6K ﹤0.01%
21
-209
223
$10.4K ﹤0.01%
200
-50
224
$10.3K ﹤0.01%
100
225
$9.52K ﹤0.01%
40
7 8
9
10 11