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
76
$303K 0.12%
29,089
77
$303K 0.12%
1,241
-25
78
$302K 0.12%
+12,552
79
$300K 0.12%
4,119
-23,416
80
$291K 0.12%
710
-120
81
$282K 0.12%
1,727
82
$275K 0.11%
2,902
-13,165
83
$272K 0.11%
4,300
84
$272K 0.11%
1,289
-235
85
$266K 0.11%
2,556
86
$254K 0.1%
+4,763
87
$252K 0.1%
13,035
88
$243K 0.1%
2,200
89
$238K 0.1%
1,537
-421
90
$236K 0.1%
1,894
91
$232K 0.1%
5,800
92
$228K 0.09%
1,944
-257
93
$218K 0.09%
3,743
94
$216K 0.09%
561
+69
95
$216K 0.09%
20,855
96
$211K 0.09%
+4,028
97
$205K 0.08%
+626
98
$202K 0.08%
4,307
99
$201K 0.08%
1,200
100
$200K 0.08%
1,534
+1,510
2 3
4
5 6