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
$304M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.52M
3
+$1.27M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.05M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$813K

Top Sells

1
+$1.63M
2
+$635K
3
+$540K
4
HSY icon
Hershey
HSY
+$357K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$345K

Sector Composition

1 Consumer Staples 9.24%
2 Technology 3%
3 Financials 2.26%
4 Consumer Discretionary 2.16%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$757K 0.25%
56,980
-6,858
52
$750K 0.25%
3,648
-1,239
53
$713K 0.23%
735
+16
54
$692K 0.23%
9,562
+9,472
55
$684K 0.23%
38,889
-15,925
56
$680K 0.22%
108,224
+1,437
57
$665K 0.22%
33,791
-1,075
58
$665K 0.22%
23,114
-61
59
$657K 0.22%
9,967
+22
60
$632K 0.21%
38,003
+3,677
61
$619K 0.2%
27,573
-150
62
$617K 0.2%
2,211
-242
63
$615K 0.2%
9,576
+10
64
$604K 0.2%
+16,619
65
$600K 0.2%
1,427
-3
66
$555K 0.18%
16,021
+4,377
67
$524K 0.17%
1,740
+18
68
$523K 0.17%
17,131
+5,049
69
$513K 0.17%
8,829
-960
70
$490K 0.16%
16,789
+2,540
71
$472K 0.16%
7,719
72
$470K 0.15%
19,067
-4,766
73
$469K 0.15%
5,190
+250
74
$456K 0.15%
12,737
+3,806
75
$456K 0.15%
41,910
1 2
3
4 5