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
$244M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$7.7M
3
+$7.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.58M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$4.53M

Top Sells

1
+$2.26M
2
+$1.7M
3
+$1.55M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.25M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.12M

Sector Composition

1 Consumer Staples 14.13%
2 Technology 2.54%
3 Consumer Discretionary 1.93%
4 Financials 1.63%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$657K 0.27%
34,124
+425
52
$633K 0.26%
38,860
53
$622K 0.25%
15,996
54
$615K 0.25%
14,024
+2,618
55
$589K 0.24%
15,600
+122
56
$580K 0.24%
5,500
+13
57
$572K 0.23%
14,103
58
$565K 0.23%
2,504
59
$549K 0.22%
44,162
60
$547K 0.22%
+23,833
61
$538K 0.22%
8,080
+103
62
$534K 0.22%
9,806
+29
63
$519K 0.21%
28,350
64
$503K 0.21%
9,497
+14
65
$461K 0.19%
2,173
+35
66
$446K 0.18%
+16,361
67
$435K 0.18%
1,409
68
$399K 0.16%
1,638
-409
69
$373K 0.15%
7,612
+1,526
70
$354K 0.14%
11,014
+1,400
71
$340K 0.14%
19,778
72
$338K 0.14%
1,691
+217
73
$326K 0.13%
4,819
74
$312K 0.13%
909
-350
75
$309K 0.13%
2,906
-2,560
1 2
3
4 5