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
76
$251K 0.08%
28,173
77
$249K 0.08%
2,664
78
$248K 0.08%
3,445
79
$241K 0.07%
5,505
-5,504
80
$234K 0.07%
8,100
-4,500
81
$232K 0.07%
658
-66
82
$229K 0.07%
1,245
83
$227K 0.07%
8,035
84
$226K 0.07%
38,604
85
$216K 0.07%
2,556
86
$208K 0.06%
2,168
-102
87
$201K 0.06%
263
-3
88
$194K 0.06%
2,168
89
$175K 0.05%
36,632
90
$169K 0.05%
8,959
-800
91
$152K 0.05%
+2,000
92
$151K 0.05%
227
93
$148K 0.05%
4,709
94
$146K 0.04%
902
+246
95
$144K 0.04%
155
96
$143K 0.04%
855
97
$142K 0.04%
2,843
+543
98
$135K 0.04%
+6,845
99
$133K 0.04%
965
100
$125K 0.04%
4,919
-681
2 3
4
5 6