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
276
$1.74K ﹤0.01%
12
277
$1.58K ﹤0.01%
100
278
$1.53K ﹤0.01%
183
279
$1.5K ﹤0.01%
15
280
$1.47K ﹤0.01%
33
281
$1.45K ﹤0.01%
18
-2
282
$1.39K ﹤0.01%
18
283
$1.38K ﹤0.01%
33
284
$1.38K ﹤0.01%
4
285
$1.34K ﹤0.01%
32
-16
286
$1.23K ﹤0.01%
6
287
$1.15K ﹤0.01%
2
-1
288
$1.1K ﹤0.01%
18
289
$1.03K ﹤0.01%
6
290
$901 ﹤0.01%
25
-250
291
$804 ﹤0.01%
14
292
$707 ﹤0.01%
9
293
$375 ﹤0.01%
6
294
$357 ﹤0.01%
2
295
$280 ﹤0.01%
4
296
$270 ﹤0.01%
5
297
$165 ﹤0.01%
250
298
$76 ﹤0.01%
+1
299
$76 ﹤0.01%
2
300
$38 ﹤0.01%
4
-4
9 10 11
12
13