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
26
$1.53M 0.7%
15,896
27
$1.51M 0.69%
30,099
+1,437
28
$1.39M 0.64%
12,079
-4,906
29
$1.34M 0.61%
12,260
+300
30
$1.31M 0.6%
50,011
+1,081
31
$1.11M 0.51%
8,128
-258
32
$1.11M 0.51%
6,593
-4,832
33
$1.11M 0.51%
332,477
+3,150
34
$1.07M 0.49%
63,354
-8,517
35
$1.06M 0.49%
22,130
+94
36
$1.05M 0.48%
37,566
+9,860
37
$1.01M 0.46%
91,166
-500
38
$1.01M 0.46%
42,890
-850
39
$1.01M 0.46%
57,085
+12,108
40
$1.01M 0.46%
5,832
+16
41
$1M 0.46%
5,519
+8
42
$943K 0.43%
39,571
+14,206
43
$873K 0.4%
22,017
44
$819K 0.37%
20,417
45
$812K 0.37%
16,008
46
$773K 0.35%
22,962
47
$750K 0.34%
36,036
-5,130
48
$737K 0.34%
18,155
49
$723K 0.33%
37,088
-4,546
50
$722K 0.33%
31,926
+946
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2
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