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CWM
Cedar Wealth Management Portfolio holdings
AUM
$344M
1-Year Est. Return
18.78%
This Fund
S&P 500
This Quarter
Est. Return
-0.59%
1 Year Est. Return
+18.78%
3 Year Est. Return
+53.18%
5 Year Est. Return
+52.26%
10 Year Est. Return
+109.66%
AUM
$344M
AUM Growth
+$9.23M
(+2.8%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
3.97%
Top 10 Holdings %
Top 10 Hldgs %
72.87%
Holding
237
New
4
Increased
23
Reduced
18
Closed
148
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$12M |
| 2 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$2.8M |
| 3 |
Western Midstream Partners
WES
|
+$1.15M |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$1.08M |
| 5 |
Netflix
NFLX
|
+$948K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Europe Quality Dividend Growth Fund
EUDG
|
+$1.17M |
| 2 |
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
|
+$1.06M |
| 3 |
SiTime
SITM
|
+$759K |
| 4 |
Global E Online
GLBE
|
+$629K |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
+$479K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 5.72% |
| 2 | Technology | 3.19% |
| 3 | Communication Services | 2.25% |
| 4 | Consumer Discretionary | 1.47% |
| 5 | Energy | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| – | – |
-1,780
| Closed | -$95.7K |
|
227
Verizon
VZ
$182B
| – | – |
-841
| Closed | -$34.2K |
|
228
Williams Companies
WMB
$89.7B
| – | – |
-84
| Closed | -$5.04K |
|
229
Walmart Inc
WMT
$909B
| – | – |
-824
| Closed | -$91.8K |
|
230
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
| – | – |
-40
| Closed | -$1.79K |
|
231
State Street Technology Select Sector SPDR ETF
XLK
$114B
| – | – |
-637
| Closed | -$91.7K |
|
232
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
| – | – |
-398
| Closed | -$16.1K |
|
233
State Street SPDR NYSE Technology ETF
XNTK
$2.05B
| – | – |
-6
| Closed | -$1.67K |
|
234
ExxonMobil
XOM
$611B
| – | – |
-209
| Closed | -$25.2K |
|
|
ZH
235
Zhihu
ZH
$273M
| – | – |
-1,954
| Closed | -$6.41K |
|
|
ETHV
236
VanEck Ethereum ETF
ETHV
$93.7M
| – | – |
-600
| Closed | -$26.1K |
|
|
SOLS
237
Solstice Advanced Materials
SOLS
$9.27B
| – | – |
-2
| Closed | -$97 |
|
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Cedar Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Cedar Wealth Management held 237 positions worth $344M, up 2.8% from $334M the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Cedar Wealth Management deployed $13.6M of net new capital in Q1 2026, opening 4 new positions and adding to 23 existing holdings. Its largest new stake was Invesco S&P International Developed Momentum ETF: 48,873 shares worth $2.68M.
By sector, the portfolio is most concentrated in Consumer Staples at 5.7% of assets, up from 5.7% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was SiTime, an estimated $759K trimmed.
- Cedar Wealth Management's largest Q1 2026 buy was Invesco S&P International Developed Momentum ETF: 48,873 shares worth $2.68M.
- Cedar Wealth Management added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $12M increase.
- Cedar Wealth Management's biggest Q1 2026 reduction was SiTime, cutting an estimated $759K.
- Cedar Wealth Management fully exited WisdomTree Europe Quality Dividend Growth Fund in Q1 2026, selling an estimated $1.17M.
- Cedar Wealth Management's ten largest holdings make up 73% of its $344M portfolio in Q1 2026.
- Cedar Wealth Management opened 4 new positions and closed 148 in Q1 2026.
- Cedar Wealth Management's portfolio value rose 2.8% quarter-over-quarter to $344M.
Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.