CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.53M
3
+$2.85M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.02M
5
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$612K

Top Sells

1
+$635K
2
+$617K
3
+$532K
4
MO icon
Altria Group
MO
+$354K
5
AVGO icon
Broadcom
AVGO
+$313K

Sector Composition

1 Consumer Staples 6.66%
2 Technology 3.51%
3 Consumer Discretionary 1.85%
4 Communication Services 1.71%
5 Materials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.47%
31,918
-599
27
$1.22M 0.37%
1,663
+83
28
$1.1M 0.34%
26,712
-4,012
29
$1.1M 0.34%
31,134
30
$1.04M 0.32%
20,666
31
$983K 0.3%
24,812
32
$979K 0.3%
4,047
-131
33
$973K 0.3%
13,365
34
$880K 0.27%
4,639
+15
35
$875K 0.27%
16,379
36
$791K 0.24%
9,967
37
$766K 0.23%
9,576
38
$716K 0.22%
+2,377
39
$692K 0.21%
715
40
$676K 0.21%
4,798
41
$644K 0.2%
+9,805
42
$609K 0.19%
1,212
43
$594K 0.18%
1,800
-1,020
44
$593K 0.18%
190,028
45
$574K 0.18%
47,978
46
$572K 0.18%
16,006
47
$523K 0.16%
2,575
+153
48
$515K 0.16%
19,067
49
$500K 0.15%
10,574
-2
50
$488K 0.15%
5,786
+688
1
2
3 4 5