CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.11M
3
+$1.48M
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$1.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M

Top Sells

1
+$1.69M
2
+$1.16M
3
+$1.09M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$766K
5
BABA icon
Alibaba
BABA
+$660K

Sector Composition

1 Consumer Staples 11.11%
2 Technology 2.7%
3 Consumer Discretionary 2.05%
4 Materials 1.35%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.3M 19.66%
201,071
-1,010
2
$35.4M 12.6%
1,266,531
+9,610
3
$23.4M 8.33%
782,020
-4,730
4
$21.5M 7.63%
466,305
+45,878
5
$21.1M 7.51%
132,979
-7,287
6
$19.8M 7.06%
202,551
-3,654
7
$14.4M 5.12%
144,028
-629
8
$9.97M 3.55%
302,298
9
$6.31M 2.24%
95,064
+4
10
$5.97M 2.12%
99,442
-18,182
11
$4.9M 1.74%
15,434
+425
12
$4.68M 1.66%
66,594
13
$4.12M 1.46%
8,010
+1,966
14
$3.34M 1.19%
49,293
15
$2.91M 1.03%
15,279
+162
16
$2.36M 0.84%
+88,858
17
$1.86M 0.66%
11,996
+319
18
$1.8M 0.64%
26,231
19
$1.61M 0.57%
4,297
+114
20
$1.58M 0.56%
7,130
+385
21
$1.53M 0.54%
14,081
+3,031
22
$1.48M 0.53%
+30,687
23
$1.37M 0.49%
32,440
24
$1.3M 0.46%
4,784
25
$1.26M 0.45%
64,739
+1,800
1
2 3 4 5