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
$160M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$548K
3
+$256K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$253K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$252K

Top Sells

1
+$2.47M
2
+$1.38M
3
+$1.11M
4
GG
Goldcorp Inc
GG
+$568K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$184K

Sector Composition

1 Consumer Staples 40.48%
2 Healthcare 1.91%
3 Materials 1.65%
4 Technology 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.4M 23.39%
422,575
-27,900
2
$33.5M 20.98%
231,533
+16,003
3
$24.6M 15.41%
428,478
-24,100
4
$12.6M 7.9%
251,679
+1,072
5
$12.4M 7.77%
238,938
-1,648
6
$3.31M 2.07%
67,970
7
$2.4M 1.5%
53,516
+314
8
$1.84M 1.15%
11,043
-665
9
$1.55M 0.97%
30,980
10
$1.52M 0.95%
15,283
+49
11
$1.37M 0.86%
40,660
12
$1.24M 0.78%
141,043
-9,265
13
$1.12M 0.7%
9,202
+824
14
$987K 0.62%
41,683
-1,494
15
$975K 0.61%
8,268
-777
16
$806K 0.5%
14,928
-1,892
17
$764K 0.48%
23,324
-33,972
18
$751K 0.47%
5,789
-971
19
$637K 0.4%
15,943
-1,331
20
$593K 0.37%
24,115
-2,120
21
$575K 0.36%
41,905
-2,999
22
$568K 0.36%
65,205
-6,289
23
$556K 0.35%
1,937
-80
24
$548K 0.34%
+11,286
25
$545K 0.34%
31,293
+471
1
2 3 4 5