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
26
$1.78M 0.59%
11,795
+156
27
$1.61M 0.53%
10,865
-446
28
$1.6M 0.53%
49,052
-447
29
$1.54M 0.51%
26,572
+121
30
$1.49M 0.49%
8,701
+1,115
31
$1.44M 0.48%
3,254
-22
32
$1.44M 0.48%
32,308
+950
33
$1.41M 0.46%
4,100
+25
34
$1.27M 0.42%
21,254
-182
35
$1.19M 0.39%
43,662
-531
36
$1.18M 0.39%
4,784
37
$1.06M 0.35%
45,868
+3,900
38
$1.06M 0.35%
58,914
-150
39
$1.05M 0.35%
+17,125
40
$997K 0.33%
2,053
-115
41
$972K 0.32%
20,297
+131
42
$943K 0.31%
7,798
+2,816
43
$904K 0.3%
22,017
44
$869K 0.29%
33,322
-825
45
$865K 0.28%
24,812
46
$839K 0.28%
20,417
47
$814K 0.27%
25,281
-93
48
$795K 0.26%
18,731
+679
49
$791K 0.26%
20,666
-2,296
50
$779K 0.26%
11,988
+7,205
1
2
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