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
$275M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.36M
3
+$1.77M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.27M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.04M

Top Sells

1
+$5.09M
2
+$2.78M
3
+$947K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$800K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$582K

Sector Composition

1 Consumer Staples 11.08%
2 Technology 2.74%
3 Financials 2.28%
4 Consumer Discretionary 1.8%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.1M 18.25%
211,266
-895
2
$32M 11.66%
1,262,010
+22,599
3
$21.6M 7.86%
755,010
+166,770
4
$18.2M 6.62%
213,856
-32,678
5
$17.1M 6.21%
181,443
-4,002
6
$11.2M 4.08%
114,431
+34,224
7
$8.84M 3.22%
302,298
8
$8.2M 2.98%
203,188
-2,616
9
$7.75M 2.82%
205,531
+27,440
10
$4.49M 1.63%
16,401
+2,036
11
$4.3M 1.57%
66,749
+64
12
$4.12M 1.5%
76,271
+8,603
13
$3.57M 1.3%
49,293
+415
14
$3M 1.09%
46,743
15
$2.99M 1.09%
73,226
+942
16
$2.82M 1.03%
18,545
+104
17
$2.66M 0.97%
34,335
-7,346
18
$2.46M 0.9%
36,900
+550
19
$2.44M 0.89%
103,452
+74,868
20
$2.1M 0.76%
86,700
-24,026
21
$1.88M 0.68%
4,999
+411
22
$1.85M 0.67%
79,322
-40,622
23
$1.85M 0.67%
22,038
-891
24
$1.83M 0.66%
78,108
-795
25
$1.82M 0.66%
4,170
+81
1
2 3 4 5