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
$218M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$1.98M
3 +$1.42M
4
MO icon
Altria Group
MO
+$1.03M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$954K

Top Sells

1 +$1.08M
2 +$814K
3 +$663K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$564K
5
T icon
AT&T
T
+$554K

Sector Composition

1 Consumer Staples 16.52%
2 Consumer Discretionary 3.3%
3 Technology 2.65%
4 Financials 2.12%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$1K ﹤0.01%
64
327
$1K ﹤0.01%
12
328
$1K ﹤0.01%
280
329
$1K ﹤0.01%
15
330
$1K ﹤0.01%
8
331
$1K ﹤0.01%
16
332
$1K ﹤0.01%
4
333
$1K ﹤0.01%
16
334
$1K ﹤0.01%
183
335
$1K ﹤0.01%
16
336
$1K ﹤0.01%
8
337
$1K ﹤0.01%
250
338
$1K ﹤0.01%
24
339
$1K ﹤0.01%
100
340
$1K ﹤0.01%
24
341
$1K ﹤0.01%
16
342
0
343
-33
344
-250
345
-4
346
-212
347
-580
348
$0 ﹤0.01%
2
-2
349
-68
350
-1,126