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
76
$448K 0.15%
29,446
77
$444K 0.15%
147,881
+41,820
78
$439K 0.14%
+11,250
79
$414K 0.14%
2,068
+500
80
$404K 0.13%
2,563
+472
81
$390K 0.13%
1,121
-749
82
$372K 0.12%
711
+106
83
$362K 0.12%
465
+26
84
$360K 0.12%
36,011
+16,706
85
$360K 0.12%
713
+170
86
$355K 0.12%
13,185
+4,128
87
$353K 0.12%
4,325
-2,382
88
$328K 0.11%
13,376
-105
89
$311K 0.1%
45,198
-342
90
$302K 0.1%
1,906
+49
91
$301K 0.1%
7,173
+100
92
$297K 0.1%
5,675
+829
93
$288K 0.09%
3,032
+35
94
$281K 0.09%
832
95
$276K 0.09%
7,150
+1,250
96
$272K 0.09%
4,675
-1,125
97
$266K 0.09%
636
-6
98
$264K 0.09%
2,029
+135
99
$257K 0.08%
1,235
+815
100
$253K 0.08%
18,000
-2,855
2 3
4
5 6