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
76
$310K 0.19%
4,302
+3,295
77
$289K 0.18%
3,488
-175
78
$287K 0.18%
1,437
-280
79
$278K 0.17%
1,063
-70
80
$273K 0.17%
4,390
81
$253K 0.16%
4,331
82
$250K 0.16%
3,160
83
$245K 0.15%
1,646
-5
84
$238K 0.15%
1,096
+1
85
$231K 0.14%
686
-132
86
$220K 0.14%
2,556
87
$210K 0.13%
3,490
-305
88
$206K 0.13%
4,000
+2,000
89
$177K 0.11%
5,249
+20
90
$174K 0.11%
2,739
91
$170K 0.11%
3,400
92
$168K 0.1%
2,058
93
$168K 0.1%
3,178
94
$160K 0.1%
906
+78
95
$157K 0.1%
2,304
96
$156K 0.1%
3,575
-495
97
$156K 0.1%
3,552
-463
98
$150K 0.09%
4,665
+200
99
$145K 0.09%
1,840
-241
100
$139K 0.09%
4,063
+470
2 3
4
5 6