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
251
$13K 0.01%
232
252
$13K 0.01%
1,700
253
$13K 0.01%
350
-273
254
$13K 0.01%
275
255
$13K 0.01%
700
256
$12K 0.01%
50
+9
257
$12K 0.01%
214
258
$12K 0.01%
385
-35
259
$12K 0.01%
300
-147
260
$11K 0.01%
1,170
261
$11K 0.01%
216
262
$10K ﹤0.01%
171
263
$10K ﹤0.01%
+300
264
$10K ﹤0.01%
100
265
$10K ﹤0.01%
117
+42
266
$10K ﹤0.01%
250
267
$9K ﹤0.01%
36
268
$9K ﹤0.01%
100
269
$8K ﹤0.01%
33
270
$8K ﹤0.01%
163
271
$8K ﹤0.01%
36
272
$8K ﹤0.01%
48
273
$7K ﹤0.01%
24
274
$7K ﹤0.01%
76
275
$7K ﹤0.01%
40
9 10
11
12 13