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
276
$6.3K ﹤0.01%
21
277
$6K ﹤0.01%
+22
278
$5.94K ﹤0.01%
12
+6
279
$5.83K ﹤0.01%
76
-1
280
$5.81K ﹤0.01%
+100
281
$5.34K ﹤0.01%
144
282
$5.09K ﹤0.01%
+125
283
$5.02K ﹤0.01%
+12
284
$4.93K ﹤0.01%
12
285
$4.75K ﹤0.01%
+69
286
$4.64K ﹤0.01%
+10
287
$4.62K ﹤0.01%
+29
288
$4.57K ﹤0.01%
+8
289
$4.45K ﹤0.01%
+8
290
$4.36K ﹤0.01%
143
291
$4.1K ﹤0.01%
21
+15
292
$4.03K ﹤0.01%
+11
293
$3.98K ﹤0.01%
105
294
$3.81K ﹤0.01%
+8
295
$3.78K ﹤0.01%
+7
296
$3.64K ﹤0.01%
+74
297
$3.58K ﹤0.01%
21
298
$3.41K ﹤0.01%
+16
299
$3.38K ﹤0.01%
40
300
$3.21K ﹤0.01%
+11
10 11
12
13 14