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
76
$371K 0.17%
13,094
-5,576
77
$366K 0.17%
8,112
-4,469
78
$363K 0.17%
6,086
-161
79
$360K 0.16%
1,830
-28
80
$358K 0.16%
2,473
81
$354K 0.16%
8,629
82
$351K 0.16%
+24,536
83
$334K 0.15%
885
-10
84
$331K 0.15%
20,089
85
$325K 0.15%
8,510
+4,534
86
$307K 0.14%
2,142
-9
87
$307K 0.14%
9,764
-900
88
$301K 0.14%
4,681
89
$294K 0.13%
4,300
90
$286K 0.13%
19,429
+8,636
91
$284K 0.13%
1,297
92
$267K 0.12%
9,233
-12,976
93
$259K 0.12%
2,201
94
$248K 0.11%
1,620
95
$247K 0.11%
5,590
-1,344
96
$245K 0.11%
18,134
97
$243K 0.11%
7,995
-372
98
$242K 0.11%
1,464
+68
99
$241K 0.11%
+17,953
100
$231K 0.11%
4,763
2 3
4
5 6