CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.53M
3
+$2.85M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.02M
5
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$612K

Top Sells

1
+$635K
2
+$617K
3
+$532K
4
MO icon
Altria Group
MO
+$354K
5
AVGO icon
Broadcom
AVGO
+$313K

Sector Composition

1 Consumer Staples 6.66%
2 Technology 3.51%
3 Consumer Discretionary 1.85%
4 Communication Services 1.71%
5 Materials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$465K 0.14%
15,380
52
$452K 0.14%
7,676
+47
53
$450K 0.14%
14,519
54
$434K 0.13%
13,240
55
$422K 0.13%
7,446
56
$408K 0.13%
+10,405
57
$401K 0.12%
37,415
58
$392K 0.12%
1,149
+88
59
$390K 0.12%
25,923
60
$390K 0.12%
3,328
61
$368K 0.11%
2,647
62
$367K 0.11%
16,470
63
$366K 0.11%
+3,632
64
$336K 0.1%
11,895
65
$333K 0.1%
3,327
66
$327K 0.1%
2,103
+130
67
$297K 0.09%
14,715
68
$294K 0.09%
20,927
+761
69
$290K 0.09%
815
70
$286K 0.09%
3,195
+2
71
$281K 0.09%
14,092
72
$275K 0.08%
+1,826
73
$268K 0.08%
3,934
74
$261K 0.08%
1,840
-104
75
$258K 0.08%
5,291
1 2
3
4 5