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
$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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
351
– –
-12,732
352
– –
-4,119
353
– –
-1,271
354
– –
-1,572
355
– –
-1,170
356
– –
-700
357
– –
-20
358
– –
-83
359
– –
-4,763
360
– –
-1,915
361
– –
-1,200
362
– –
-194
363
– –
-1,250
364
– –
0
11 12 13 14
15