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
$218M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.98M
3
+$1.42M
4
MO icon
Altria Group
MO
+$1.03M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$954K

Top Sells

1
+$1.08M
2
+$814K
3
+$663K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$564K
5
T icon
AT&T
T
+$554K

Sector Composition

1 Consumer Staples 16.52%
2 Consumer Discretionary 3.3%
3 Technology 2.65%
4 Financials 2.12%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
208
227
$19K 0.01%
167
228
$19K 0.01%
960
229
$19K 0.01%
429
-673
230
$18K 0.01%
162
231
$18K 0.01%
167
232
$18K 0.01%
55
+16
233
$18K 0.01%
420
234
$17K 0.01%
143
235
$17K 0.01%
75
236
$17K 0.01%
67
237
$17K 0.01%
1,400
238
$17K 0.01%
1,300
-450
239
$17K 0.01%
213
-143
240
$16K 0.01%
144
241
$16K 0.01%
260
242
$16K 0.01%
29
243
$15K 0.01%
535
244
$15K 0.01%
171
245
$15K 0.01%
75
246
$14K 0.01%
+1,000
247
$14K 0.01%
167
248
$14K 0.01%
124
249
$13K 0.01%
167
250
$13K 0.01%
120
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