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
$281M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.11M
3
+$1.48M
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$1.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M

Top Sells

1
+$1.69M
2
+$1.16M
3
+$1.09M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$766K
5
BABA icon
Alibaba
BABA
+$660K

Sector Composition

1 Consumer Staples 11.11%
2 Technology 2.7%
3 Consumer Discretionary 2.05%
4 Materials 1.35%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-79
202
– –
-32
203
– –
-54,675
204
– –
-15,827
205
– –
-1,000
5 6 7 8
9