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
$244M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$7.7M
3
+$7.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.58M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$4.53M

Top Sells

1
+$2.26M
2
+$1.7M
3
+$1.55M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.25M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.12M

Sector Composition

1 Consumer Staples 14.13%
2 Technology 2.54%
3 Consumer Discretionary 1.93%
4 Financials 1.63%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.58%
3,749
+1,124
27
$1.31M 0.54%
26,154
-45,134
28
$1.2M 0.49%
7,263
+370
29
$1.19M 0.49%
3,719
-429
30
$1.15M 0.47%
11,102
+294
31
$1.14M 0.47%
21,726
+59
32
$1.09M 0.45%
86,346
-1,400
33
$1M 0.41%
157,618
-121,215
34
$1M 0.41%
27,915
-3,105
35
$931K 0.38%
+22,017
36
$912K 0.37%
43,518
+4,768
37
$909K 0.37%
19,018
+8,757
38
$893K 0.37%
4,773
+9
39
$880K 0.36%
4,805
40
$855K 0.35%
14,607
-3,964
41
$806K 0.33%
20,417
42
$793K 0.32%
+35,082
43
$785K 0.32%
+22,962
44
$773K 0.32%
31,047
+2,758
45
$769K 0.31%
7,230
46
$745K 0.31%
39,010
-6,097
47
$731K 0.3%
+24,812
48
$719K 0.29%
25,448
+2,315
49
$710K 0.29%
25,477
50
$693K 0.28%
37,299
+80
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