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
$148M
AUM Growth
+$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$995K
3
+$960K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$883K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$841K

Top Sells

1
+$15.8M
2
+$3.81M
3
+$611K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$579K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Sector Composition

1 Consumer Staples 27%
2 Healthcare 1.6%
3 Technology 1.6%
4 Communication Services 1.54%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.7M 20.7%
196,126
-100,748
2
$23.3M 15.74%
333,155
-7,577
3
$13.6M 9.17%
346,360
-13,601
4
$8.89M 5.99%
186,750
-1,398
5
$4.68M 3.15%
77,144
+114
6
$3.97M 2.68%
230,376
+47,598
7
$3.3M 2.22%
87,686
+23,492
8
$2.78M 1.87%
50,529
+485
9
$2.62M 1.77%
14,572
-2,184
10
$2.19M 1.48%
48,669
+454
11
$2.1M 1.42%
42,748
-77,496
12
$1.62M 1.09%
15,856
+18
13
$1.58M 1.07%
128,634
+828
14
$1.5M 1.01%
61,278
+114
15
$1.46M 0.99%
40,860
16
$1.36M 0.92%
6,681
17
$1.32M 0.89%
26,277
18
$1.25M 0.84%
24,475
19
$1.2M 0.81%
+23,907
20
$1.2M 0.81%
73,188
-24,768
21
$1.14M 0.77%
6,816
-1,480
22
$995K 0.67%
+41,810
23
$992K 0.67%
43,435
24
$960K 0.65%
+33,133
25
$944K 0.64%
515,685
+190,020
1
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