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
$244M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$7.7M
3
+$7.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.58M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$4.53M

Top Sells

1
+$2.26M
2
+$1.7M
3
+$1.55M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.25M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.12M

Sector Composition

1 Consumer Staples 14.13%
2 Technology 2.54%
3 Consumer Discretionary 1.93%
4 Financials 1.63%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$192K 0.08%
870
+671
102
$191K 0.08%
1,557
+141
103
$176K 0.07%
+230
104
$164K 0.07%
1,026
-432
105
$162K 0.07%
4,179
-1,393
106
$157K 0.06%
1,434
107
$154K 0.06%
5,190
-5,205
108
$152K 0.06%
+19,909
109
$145K 0.06%
353
-102
110
$137K 0.06%
4,940
+520
111
$128K 0.05%
333
112
$128K 0.05%
434
113
$126K 0.05%
9,759
114
$124K 0.05%
7,662
-297
115
$122K 0.05%
263
+12
116
$121K 0.05%
3,716
+385
117
$120K 0.05%
1,054
-71
118
$109K 0.04%
4,709
119
$107K 0.04%
+1,572
120
$107K 0.04%
509
121
$105K 0.04%
1,700
122
$102K 0.04%
17,856
123
$100K 0.04%
2,923
+173
124
$94.9K 0.04%
2,330
125
$93.5K 0.04%
1,248
-2,958
3 4
5
6 7