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CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
-0.59%
1 Year Est. Return
+18.78%
3 Year Est. Return
+53.18%
5 Year Est. Return
+52.26%
10 Year Est. Return
+109.66%
AUM
$344M
AUM Growth
+$9.23M
Cap. Flow
+$13.6M
Cap. Flow %
3.97%
Top 10 Hldgs %
72.87%
Holding
237
New
4
Increased
23
Reduced
18
Closed
148

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$12M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.8M
3
WES icon
Western Midstream Partners
WES
+$1.15M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.08M
5
NFLX icon
Netflix
NFLX
+$948K

Top Sells

Rank Stock Value
1
EUDG icon
WisdomTree Europe Quality Dividend Growth Fund
EUDG
+$1.17M
2
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
+$1.06M
3
SITM icon
SiTime
SITM
+$759K
4
GLBE icon
Global E Online
GLBE
+$629K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$479K

Sector Composition

Rank Sector Weight
1 Consumer Staples 5.72%
2 Technology 3.19%
3 Communication Services 2.25%
4 Consumer Discretionary 1.47%
5 Energy 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
101
Advanced Micro Devices
AMD
$808B
– –
-936
Closed -$200K
AME icon
102
Ametek
AME
$54.3B
– –
-36
Closed -$7.39K
AMLP icon
103
Alerian MLP ETF
AMLP
$12.7B
– –
-140
Closed -$6.58K
AMP icon
104
Ameriprise Financial
AMP
$47.5B
– –
-13
Closed -$6.37K
AMPL icon
105
Amplitude
AMPL
$1.27B
– –
-13,204
Closed -$153K
ANET icon
106
Arista Networks
ANET
$212B
– –
-16
Closed -$2.1K
APA icon
107
APA Corp
APA
$12.4B
– –
-761
Closed -$18.6K
ARCC icon
108
Ares Capital
ARCC
$13.8B
– –
-3,302
Closed -$66.8K
ARDC
109
Are Dynamic Credit Allocation Fund
ARDC
$299M
– –
-4,026
Closed -$53.5K
BABA icon
110
Alibaba
BABA
$276B
– –
-57
Closed -$8.36K
BAC icon
111
Bank of America
BAC
$430B
– –
-191
Closed -$10.5K
BBAI icon
112
BigBear.ai
BBAI
$1.36B
– –
-1,525
Closed -$8.23K
BIDU icon
113
Baidu
BIDU
$36.5B
– –
-260
Closed -$34K
BITO icon
114
ProShares Bitcoin Strategy ETF
BITO
$1.45B
– –
-868
Closed -$10.6K
BLK icon
115
Blackrock
BLK
$166B
– –
-42
Closed -$45K
BSV icon
116
Vanguard Short-Term Bond ETF
BSV
$44.7B
– –
-582
Closed -$45.9K
BSX icon
117
Boston Scientific
BSX
$65.4B
– –
-48
Closed -$4.58K
BX icon
118
Blackstone
BX
$155B
– –
-30
Closed -$4.63K
BBBY
119
Bed Bath & Beyond
BBBY
$479M
– –
-3,881
Closed -$21.2K
C icon
120
Citigroup
C
$217B
– –
-49
Closed -$5.7K
CE icon
121
Celanese
CE
$5.01B
– –
-7
Closed -$296
CEG icon
122
Constellation Energy
CEG
$90.1B
– –
-9
Closed -$3.18K
CLOX icon
123
Panagram AAA CLO ETF
CLOX
$309M
– –
-1,565
Closed -$39.9K
COST icon
124
Costco
COST
$417B
– –
-155
Closed -$134K
CRM icon
125
Salesforce
CRM
$140B
– –
-117
Closed -$31K
3 4
5
6 7

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WP
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TCMNY
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MJP
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SMG
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FMB
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LKIM
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Cedar Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Cedar Wealth Management held 237 positions worth $344M, up 2.8% from $334M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Cedar Wealth Management deployed $13.6M of net new capital in Q1 2026, opening 4 new positions and adding to 23 existing holdings. Its largest new stake was Invesco S&P International Developed Momentum ETF: 48,873 shares worth $2.68M.

By sector, the portfolio is most concentrated in Consumer Staples at 5.7% of assets, up from 5.7% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was SiTime, an estimated $759K trimmed.

  • Cedar Wealth Management's largest Q1 2026 buy was Invesco S&P International Developed Momentum ETF: 48,873 shares worth $2.68M.
  • Cedar Wealth Management added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $12M increase.
  • Cedar Wealth Management's biggest Q1 2026 reduction was SiTime, cutting an estimated $759K.
  • Cedar Wealth Management fully exited WisdomTree Europe Quality Dividend Growth Fund in Q1 2026, selling an estimated $1.17M.
  • Cedar Wealth Management's ten largest holdings make up 73% of its $344M portfolio in Q1 2026.
  • Cedar Wealth Management opened 4 new positions and closed 148 in Q1 2026.
  • Cedar Wealth Management's portfolio value rose 2.8% quarter-over-quarter to $344M.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.