CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.53M
3
+$2.85M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.02M
5
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$612K

Top Sells

1
+$635K
2
+$617K
3
+$532K
4
MO icon
Altria Group
MO
+$354K
5
AVGO icon
Broadcom
AVGO
+$313K

Sector Composition

1 Consumer Staples 6.66%
2 Technology 3.51%
3 Consumer Discretionary 1.85%
4 Communication Services 1.71%
5 Materials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.46K ﹤0.01%
33
227
$2.33K ﹤0.01%
16
228
$2.29K ﹤0.01%
40
229
$2.21K ﹤0.01%
12
-6
230
$2.2K ﹤0.01%
28
231
$1.95K ﹤0.01%
4
232
$1.92K ﹤0.01%
8
233
$1.79K ﹤0.01%
40
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$1.57K ﹤0.01%
100
-83
235
$1.48K ﹤0.01%
6
-12
236
$1.33K ﹤0.01%
16
-14
237
$1.14K ﹤0.01%
33
238
$1.09K ﹤0.01%
100
239
$1.05K ﹤0.01%
14
240
$990 ﹤0.01%
22
241
$958 ﹤0.01%
6
242
$573 ﹤0.01%
5
243
$295 ﹤0.01%
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-7
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$294 ﹤0.01%
6
-6
245
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247
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248
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249
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250
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-39
7 8 9
10
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