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CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
-0.59%
1 Year Est. Return
+18.78%
3 Year Est. Return
+53.18%
5 Year Est. Return
+52.26%
10 Year Est. Return
+109.66%
AUM
$344M
AUM Growth
+$9.23M
Cap. Flow
+$13.6M
Cap. Flow %
3.97%
Top 10 Hldgs %
72.87%
Holding
237
New
4
Increased
23
Reduced
18
Closed
148

Top Buys

1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$12M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.8M
3
WES icon
Western Midstream Partners
WES
+$1.15M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.08M
5
NFLX icon
Netflix
NFLX
+$948K

Top Sells

1
EUDG icon
WisdomTree Europe Quality Dividend Growth Fund
EUDG
+$1.17M
2
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
+$1.06M
3
SITM icon
SiTime
SITM
+$759K
4
GLBE icon
Global E Online
GLBE
+$629K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$479K

Sector Composition

1 Consumer Staples 5.72%
2 Technology 3.19%
3 Communication Services 2.25%
4 Consumer Discretionary 1.47%
5 Energy 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.76T
$557K 0.16%
1,800
– –
F icon
52
Ford
F
$56.7B
$554K 0.16%
47,978
– –
B
53
Barrick Mining
B
$58.5B
$540K 0.16%
13,240
– –
EWA icon
54
iShares MSCI Australia ETF
EWA
$1.43B
$529K 0.15%
19,067
– –
WYFI
55
WhiteFiber Inc
WYFI
$971M
$482K 0.14%
+40,444
New +$699K
WDS icon
56
Woodside Energy
WDS
$41.3B
$465K 0.14%
19,481
-5,987
-24% -$116K
SDRL icon
57
Seadrill
SDRL
$2.7B
$446K 0.13%
9,800
-5,580
-36% -$228K
LLY icon
58
Eli Lilly
LLY
$1.05T
$436K 0.13%
474
– –
TWLO icon
59
Twilio
TWLO
$31.4B
$410K 0.12%
3,260
– –
POET icon
60
POET Technologies
POET
$1.28B
$395K 0.12%
66,555
– –
XLV icon
61
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$388K 0.11%
2,647
– –
XMAG
62
Defiance Large Cap ex-Mag 7 ETF
XMAG
$177M
$387K 0.11%
+17,429
New +$398K
IWF icon
63
iShares Russell 1000 Growth ETF
IWF
$123B
$355K 0.1%
3,328
– –
V icon
64
Visa
V
$682B
$347K 0.1%
1,149
– –
NE icon
65
Noble Corp
NE
$6.62B
$335K 0.1%
6,830
-1,205
-15% -$49.2K
VGSH icon
66
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$322K 0.09%
5,509
-2,212
-29% -$130K
SPYM
67
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$314K 0.09%
4,098
+1,067
+35% +$85.3K
ALB icon
68
Albemarle
ALB
$14.2B
$300K 0.09%
1,669
– –
CVX icon
69
Chevron
CVX
$373B
$294K 0.09%
1,421
-682
-32% -$124K
GLD icon
70
SPDR Gold Trust
GLD
$130B
$290K 0.08%
673
-22
-3% -$9.85K
MU icon
71
Micron Technology
MU
$959B
$289K 0.08%
855
– –
DVY icon
72
iShares Select Dividend ETF
DVY
$23.8B
$279K 0.08%
1,840
– –
DGRO icon
73
iShares Core Dividend Growth ETF
DGRO
$42.1B
$276K 0.08%
3,934
– –
NLY icon
74
Annaly Capital Management
NLY
$16.9B
$260K 0.08%
12,307
+4,000
+48% +$91.1K
MPLX icon
75
MPLX
MPLX
$57.9B
$259K 0.08%
4,546
+1,703
+60% +$96.6K
1 2
3
4 5

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TCMNY
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MJP
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SMG
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FMB
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LKIM
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Cedar Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Cedar Wealth Management held 237 positions worth $344M, up 2.8% from $334M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Cedar Wealth Management deployed $13.6M of net new capital in Q1 2026, opening 4 new positions and adding to 23 existing holdings. Its largest new stake was Invesco S&P International Developed Momentum ETF: 48,873 shares worth $2.68M.

By sector, the portfolio is most concentrated in Consumer Staples at 5.7% of assets, up from 5.7% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was SiTime, an estimated $759K trimmed.

  • Cedar Wealth Management's largest Q1 2026 buy was Invesco S&P International Developed Momentum ETF: 48,873 shares worth $2.68M.
  • Cedar Wealth Management added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $12M increase.
  • Cedar Wealth Management's biggest Q1 2026 reduction was SiTime, cutting an estimated $759K.
  • Cedar Wealth Management fully exited WisdomTree Europe Quality Dividend Growth Fund in Q1 2026, selling an estimated $1.17M.
  • Cedar Wealth Management's ten largest holdings make up 73% of its $344M portfolio in Q1 2026.
  • Cedar Wealth Management opened 4 new positions and closed 148 in Q1 2026.
  • Cedar Wealth Management's portfolio value rose 2.8% quarter-over-quarter to $344M.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.