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
$201M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$620K
3
+$533K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$511K

Top Sells

1
+$4.99M
2
+$569K
3
+$550K
4
PDD icon
Pinduoduo
PDD
+$515K
5
CHWY icon
Chewy
CHWY
+$409K

Sector Composition

1 Consumer Staples 15.87%
2 Consumer Discretionary 2.65%
3 Technology 2.35%
4 Financials 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37M 18.41%
206,414
+2,847
2
$18.4M 9.12%
221,096
-948
3
$16.1M 7.99%
255,378
+1,228
4
$9.25M 4.6%
229,017
-2,485
5
$7.81M 3.88%
352,566
+148,125
6
$6.72M 3.34%
302,298
7
$6.14M 3.05%
290,625
+11,699
8
$5.55M 2.76%
206,360
+12,910
9
$4.95M 2.46%
261,881
10
$4.35M 2.16%
70,112
-2,659
11
$3.79M 1.89%
85,344
+3,052
12
$3.06M 1.52%
66,392
+40
13
$2.74M 1.36%
34,276
14
$2.69M 1.33%
35,881
+183
15
$2.68M 1.33%
48,905
-6
16
$2.4M 1.19%
60,373
+499
17
$2.33M 1.16%
35,196
-538
18
$2.1M 1.04%
10,128
+265
19
$1.8M 0.9%
46,075
+715
20
$1.67M 0.83%
37,689
21
$1.6M 0.79%
32,731
22
$1.53M 0.76%
6,556
23
$1.51M 0.75%
15,961
+65
24
$1.48M 0.74%
13,123
-3,497
25
$1.4M 0.69%
29,043
-1,056
1
2 3 4 5