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
$218M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.98M
3
+$1.42M
4
MO icon
Altria Group
MO
+$1.03M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$954K

Top Sells

1
+$1.08M
2
+$814K
3
+$663K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$564K
5
T icon
AT&T
T
+$554K

Sector Composition

1 Consumer Staples 16.52%
2 Consumer Discretionary 3.3%
3 Technology 2.65%
4 Financials 2.12%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$680K 0.31%
7,464
-3,046
52
$678K 0.31%
10,963
+4,282
53
$631K 0.29%
14,803
-8,703
54
$617K 0.28%
42,560
-2,800
55
$605K 0.28%
2,157
+297
56
$575K 0.26%
34,134
-3,437
57
$573K 0.26%
21,081
-517
58
$569K 0.26%
+24,502
59
$555K 0.25%
5,457
+14
60
$542K 0.25%
1,672
-380
61
$540K 0.25%
15,551
-756
62
$539K 0.25%
14,977
-3,827
63
$515K 0.24%
7,195
-5
64
$506K 0.23%
23,833
65
$498K 0.23%
8,452
+4
66
$495K 0.23%
13,444
-2,585
67
$494K 0.23%
9,570
68
$491K 0.22%
9,680
+44
69
$484K 0.22%
2,458
-689
70
$472K 0.22%
9,434
+22
71
$454K 0.21%
3,995
72
$439K 0.2%
2,725
73
$434K 0.2%
2,047
+1,151
74
$385K 0.18%
1,409
+18
75
$373K 0.17%
5,319
-200
1 2
3
4 5