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
$244M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$7.7M
3
+$7.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.58M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$4.53M

Top Sells

1
+$2.26M
2
+$1.7M
3
+$1.55M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.25M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.12M

Sector Composition

1 Consumer Staples 14.13%
2 Technology 2.54%
3 Consumer Discretionary 1.93%
4 Financials 1.63%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.7K ﹤0.01%
143
227
$11.7K ﹤0.01%
188
228
$11.5K ﹤0.01%
1,700
229
$11.4K ﹤0.01%
258
-1,675
230
$10.5K ﹤0.01%
72
231
$10.3K ﹤0.01%
342
232
$9.89K ﹤0.01%
1,170
233
$9.21K ﹤0.01%
100
234
$9.2K ﹤0.01%
30
235
$8.86K ﹤0.01%
225
-400
236
$8.78K ﹤0.01%
22
237
$8.41K ﹤0.01%
72
+36
238
$7.85K ﹤0.01%
650
239
$7.78K ﹤0.01%
142
240
$7.07K ﹤0.01%
167
241
$6.73K ﹤0.01%
117
-99
242
$6.56K ﹤0.01%
40
243
$6.08K ﹤0.01%
30
-5,511
244
$5.56K ﹤0.01%
88
245
$5.16K ﹤0.01%
7
246
$5.14K ﹤0.01%
18
247
$5.13K ﹤0.01%
69
248
$4.96K ﹤0.01%
12
249
$4.95K ﹤0.01%
57
250
$4.45K ﹤0.01%
33
8 9
10
11 12