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
251
$4.43K ﹤0.01%
155
252
$4.38K ﹤0.01%
24
-12
253
$4.31K ﹤0.01%
144
254
$4.16K ﹤0.01%
69
255
$4.01K ﹤0.01%
21
256
$3.86K ﹤0.01%
21
257
$3.82K ﹤0.01%
18
258
$3.65K ﹤0.01%
15
259
$3.35K ﹤0.01%
18
260
$3.25K ﹤0.01%
164
261
$3.23K ﹤0.01%
33
262
$3K ﹤0.01%
42
263
$2.97K ﹤0.01%
102
264
$2.93K ﹤0.01%
21
265
$2.84K ﹤0.01%
6
266
$2.82K ﹤0.01%
56
-28
267
$2.75K ﹤0.01%
40
268
$2.52K ﹤0.01%
240
269
$2.4K ﹤0.01%
48
270
$2.29K ﹤0.01%
21
271
$2.26K ﹤0.01%
10
-18
272
$2.2K ﹤0.01%
16
273
$2.18K ﹤0.01%
+40
274
$2.09K ﹤0.01%
33
275
$1.78K ﹤0.01%
12
9 10
11
12 13