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
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