CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$3.35M
2
+$2.15M
3
+$1.55M
4
MO icon
Altria Group
MO
+$1.28M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.04M

Top Sells

1
+$1.16M
2
+$844K
3
+$663K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$578K
5
T icon
AT&T
T
+$527K

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
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328
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280
329
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8
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4
333
$1K ﹤0.01%
16
334
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335
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16
336
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8
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250
338
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100
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16
342
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$0 ﹤0.01%
2
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