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
$304M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.52M
3
+$1.27M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.05M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$813K

Top Sells

1
+$1.63M
2
+$635K
3
+$540K
4
HSY icon
Hershey
HSY
+$357K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$345K

Sector Composition

1 Consumer Staples 9.24%
2 Technology 3%
3 Financials 2.26%
4 Consumer Discretionary 2.16%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.1K ﹤0.01%
100
252
$11K ﹤0.01%
63
+39
253
$10.4K ﹤0.01%
+30
254
$9.84K ﹤0.01%
+39
255
$9.82K ﹤0.01%
+66
256
$9.3K ﹤0.01%
152
-36
257
$8.8K ﹤0.01%
+71
258
$8.77K ﹤0.01%
20
259
$8.67K ﹤0.01%
+35
260
$8.62K ﹤0.01%
7
261
$8.56K ﹤0.01%
+53
262
$8.23K ﹤0.01%
142
263
$8.22K ﹤0.01%
150
-50
264
$8.17K ﹤0.01%
100
265
$8.16K ﹤0.01%
+91
266
$8.13K ﹤0.01%
69
267
$8.08K ﹤0.01%
40
268
$7.38K ﹤0.01%
167
269
$7.26K ﹤0.01%
106
+58
270
$7.18K ﹤0.01%
+18
271
$7.14K ﹤0.01%
420
272
$6.74K ﹤0.01%
+14
273
$6.65K ﹤0.01%
33
274
$6.63K ﹤0.01%
+34
275
$6.31K ﹤0.01%
+82
9 10
11
12 13