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
$259M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.74M
3
+$2.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M
5
USB icon
US Bancorp
USB
+$871K

Top Sells

1
+$4.16M
2
+$1.16M
3
+$1.12M
4
MSFT icon
Microsoft
MSFT
+$512K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$422K

Sector Composition

1 Consumer Staples 12.99%
2 Technology 2.09%
3 Consumer Discretionary 2.06%
4 Financials 1.74%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.5M 17.97%
211,062
+138
2
$29.1M 11.23%
1,200,429
+68,772
3
$19.4M 7.49%
247,391
-3,689
4
$19.2M 7.43%
196,902
-11,423
5
$15.3M 5.9%
563,440
+101,135
6
$9.63M 3.72%
212,485
-3,504
7
$8.21M 3.17%
302,298
8
$6.22M 2.4%
177,800
+340
9
$5.34M 2.07%
58,855
+23,172
10
$5.31M 2.05%
70,698
-100
11
$4.11M 1.59%
66,645
+159
12
$3.86M 1.49%
+51,065
13
$3.86M 1.49%
160,766
-48,416
14
$3.6M 1.39%
14,165
-821
15
$3.57M 1.38%
48,878
16
$3.29M 1.27%
65,182
+4,015
17
$3.25M 1.25%
140,628
-180,404
18
$2.88M 1.11%
71,165
+18,295
19
$2.49M 0.96%
40,240
+136
20
$2.4M 0.93%
18,386
+4,060
21
$1.93M 0.74%
23,745
+115
22
$1.82M 0.7%
13,707
-15
23
$1.64M 0.63%
4,029
+280
24
$1.56M 0.6%
4,573
-1,504
25
$1.55M 0.6%
69,300
+3,159
1
2 3 4 5