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
326
$1.22K ﹤0.01%
10
327
$1.22K ﹤0.01%
100
328
$1.16K ﹤0.01%
16
329
$1.09K ﹤0.01%
+29
330
$1.08K ﹤0.01%
240
331
$1.05K ﹤0.01%
12
332
$1.03K ﹤0.01%
14
333
$996 ﹤0.01%
+53
334
$863 ﹤0.01%
11
335
$849 ﹤0.01%
+11
336
$827 ﹤0.01%
22
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337
$767 ﹤0.01%
12
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338
$723 ﹤0.01%
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339
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340
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4
341
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7
342
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343
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344
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1
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346
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347
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348
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349
– –
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350
– –
-1,915
11 12 13
14
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