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
$218M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.98M
3
+$1.42M
4
MO icon
Altria Group
MO
+$1.03M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$954K

Top Sells

1
+$1.08M
2
+$814K
3
+$663K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$564K
5
T icon
AT&T
T
+$554K

Sector Composition

1 Consumer Staples 16.52%
2 Consumer Discretionary 3.3%
3 Technology 2.65%
4 Financials 2.12%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.1%
20,576
+6,726
102
$227K 0.1%
4,210
-180
103
$223K 0.1%
5,800
104
$223K 0.1%
1,894
105
$219K 0.1%
+631
106
$208K 0.1%
995
107
$195K 0.09%
2,556
108
$185K 0.08%
17,856
109
$185K 0.08%
1,330
-80
110
$183K 0.08%
897
111
$180K 0.08%
492
+16
112
$179K 0.08%
4,206
113
$165K 0.08%
9,215
114
$160K 0.07%
1,200
115
$156K 0.07%
879
-510
116
$148K 0.07%
2,829
117
$147K 0.07%
537
118
$147K 0.07%
3,400
119
$145K 0.07%
1,416
120
$142K 0.07%
241
121
$138K 0.06%
3,135
-105
122
$133K 0.06%
20,855
+17,396
123
$129K 0.06%
2,218
+73
124
$128K 0.06%
20,064
-18,765
125
$125K 0.06%
509
-60
3 4
5
6 7