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
$186M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$1.14M
4
SFM icon
Sprouts Farmers Market
SFM
+$650K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$568K

Top Sells

1
+$2.85M
2
+$841K
3
+$509K
4
PINS icon
Pinterest
PINS
+$475K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$310K

Sector Composition

1 Consumer Staples 24.73%
2 Consumer Discretionary 1.87%
3 Healthcare 1.82%
4 Communication Services 1.56%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.4M 20.6%
197,202
+820
2
$27.4M 14.71%
330,992
-2,163
3
$13.9M 7.46%
338,883
-7,477
4
$10.9M 5.82%
185,942
+138
5
$4.86M 2.61%
227,322
+1,059
6
$3.9M 2.1%
87,128
+868
7
$3.66M 1.96%
50,755
+82
8
$3.4M 1.82%
119,000
+77,100
9
$3.31M 1.78%
14,813
+375
10
$2.89M 1.55%
47,930
+301
11
$2.5M 1.34%
50,809
+1,718
12
$2.47M 1.33%
36,447
-41,957
13
$2.14M 1.15%
72,584
+11,254
14
$1.91M 1.03%
45,432
+35,172
15
$1.88M 1.01%
124,671
+1,137
16
$1.77M 0.95%
26,259
+94
17
$1.74M 0.93%
28,859
-13,982
18
$1.74M 0.93%
30,512
+316
19
$1.68M 0.9%
29,256
+19,825
20
$1.62M 0.87%
15,884
+14
21
$1.56M 0.84%
70,116
+404
22
$1.5M 0.8%
68,943
+24,879
23
$1.43M 0.77%
24,475
24
$1.43M 0.77%
35,510
-5,300
25
$1.41M 0.76%
610,000
-92,535
1
2 3 4 5