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
$161M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$697K
3
+$692K
4
AMZN icon
Amazon
AMZN
+$425K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$397K

Top Sells

1
+$437K
2
+$178K
3
+$134K
4
PBR icon
Petrobras
PBR
+$134K
5
HPQ icon
HP
HPQ
+$84K

Sector Composition

1 Consumer Staples 26.18%
2 Healthcare 1.71%
3 Communication Services 1.61%
4 Consumer Discretionary 1.61%
5 Technology 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$129K 0.08%
3,229
+8
102
$119K 0.07%
567
103
$114K 0.07%
1,200
104
$113K 0.07%
+1,700
105
$102K 0.06%
1,950
-500
106
$101K 0.06%
2,841
-3
107
$93K 0.06%
1,262
+662
108
$92K 0.06%
1,390
109
$90K 0.06%
7,068
110
$87K 0.05%
1,000
111
$86K 0.05%
1,452
112
$82K 0.05%
1,300
113
$80K 0.05%
1,005
114
$80K 0.05%
1,919
+9
115
$76K 0.05%
377
-2
116
$70K 0.04%
3,383
117
$69K 0.04%
2,088
+12
118
$68K 0.04%
4,629
119
$65K 0.04%
1,424
120
$62K 0.04%
1,560
-414
121
$61K 0.04%
700
122
$56K 0.03%
400
123
$55K 0.03%
2,800
124
$54K 0.03%
230
125
$53K 0.03%
1,724
+4
3 4
5
6 7