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
$161M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$697K
3
+$692K
4
AMZN icon
Amazon
AMZN
+$425K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$397K

Top Sells

1
+$437K
2
+$178K
3
+$134K
4
PBR icon
Petrobras
PBR
+$134K
5
HPQ icon
HP
HPQ
+$84K

Sector Composition

1 Consumer Staples 26.18%
2 Healthcare 1.71%
3 Communication Services 1.61%
4 Consumer Discretionary 1.61%
5 Technology 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$508K 0.32%
12,891
+223
52
$507K 0.32%
6,260
+4
53
$506K 0.31%
9,082
-263
54
$503K 0.31%
3,399
+32
55
$498K 0.31%
27,241
+250
56
$485K 0.3%
7,810
57
$474K 0.29%
10,610
+16
58
$458K 0.28%
9,431
59
$455K 0.28%
1,359
-59
60
$451K 0.28%
24,331
+31
61
$436K 0.27%
12,512
+10,551
62
$434K 0.27%
8,921
-25
63
$410K 0.25%
20,780
+10,223
64
$402K 0.25%
5,096
-19
65
$397K 0.25%
+10,260
66
$392K 0.24%
1,459
-140
67
$376K 0.23%
6,326
68
$353K 0.22%
+6,440
69
$349K 0.22%
+16,665
70
$348K 0.22%
5,488
71
$345K 0.21%
7,975
-27
72
$326K 0.2%
2,812
73
$322K 0.2%
2,914
-80
74
$321K 0.2%
5,133
+4
75
$319K 0.2%
9,400
+145
1 2
3
4 5