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
$161M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$697K
3
+$692K
4
AMZN icon
Amazon
AMZN
+$425K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$397K

Top Sells

1
+$437K
2
+$178K
3
+$134K
4
PBR icon
Petrobras
PBR
+$134K
5
HPQ icon
HP
HPQ
+$84K

Sector Composition

1 Consumer Staples 26.18%
2 Healthcare 1.71%
3 Communication Services 1.61%
4 Consumer Discretionary 1.61%
5 Technology 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$959K 0.6%
31,748
-1,385
27
$949K 0.59%
44,064
+629
28
$915K 0.57%
55,396
-820
29
$901K 0.56%
5,786
+4
30
$837K 0.52%
48,129
-1,194
31
$836K 0.52%
30,532
-1,116
32
$735K 0.46%
25,798
-38
33
$731K 0.45%
4,640
+2,700
34
$693K 0.43%
25,047
+12,597
35
$682K 0.42%
2,456
+169
36
$652K 0.41%
45,280
-3,360
37
$640K 0.4%
26,064
-785
38
$632K 0.39%
8,620
+20
39
$604K 0.38%
21,743
+209
40
$594K 0.37%
6,506
+3,012
41
$579K 0.36%
21,135
+9,287
42
$578K 0.36%
15,229
-476
43
$573K 0.36%
19,119
44
$569K 0.35%
36,266
-1,262
45
$567K 0.35%
702,535
+186,850
46
$553K 0.34%
13,311
47
$541K 0.34%
19,262
-15,553
48
$539K 0.34%
22,941
-1,031
49
$535K 0.33%
12,100
+7
50
$530K 0.33%
12,015
+60
1
2
3 4 5