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
301
$3.14K ﹤0.01%
+8
302
$3.13K ﹤0.01%
+56
303
$2.93K ﹤0.01%
68
304
$2.91K ﹤0.01%
+21
305
$2.72K ﹤0.01%
10
306
$2.71K ﹤0.01%
+4
307
$2.59K ﹤0.01%
+16
308
$2.46K ﹤0.01%
+14
309
$2.43K ﹤0.01%
+4
310
$2.41K ﹤0.01%
14
311
$2.24K ﹤0.01%
+4
312
$2.19K ﹤0.01%
28
313
$2.18K ﹤0.01%
+11
314
$2.13K ﹤0.01%
+70
315
$1.99K ﹤0.01%
+46
316
$1.92K ﹤0.01%
6
317
$1.91K ﹤0.01%
+64
318
$1.7K ﹤0.01%
4
319
$1.66K ﹤0.01%
9
320
$1.57K ﹤0.01%
6
321
$1.56K ﹤0.01%
33
322
$1.52K ﹤0.01%
183
323
$1.46K ﹤0.01%
+24
324
$1.43K ﹤0.01%
+33
325
$1.31K ﹤0.01%
8
11 12
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14 15