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
$304M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.52M
3
+$1.27M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.05M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$813K

Top Sells

1
+$1.63M
2
+$635K
3
+$540K
4
HSY icon
Hershey
HSY
+$357K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$345K

Sector Composition

1 Consumer Staples 9.24%
2 Technology 3%
3 Financials 2.26%
4 Consumer Discretionary 2.16%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.08%
1,001
+10
102
$239K 0.08%
1,944
103
$238K 0.08%
5,655
104
$234K 0.08%
2,556
105
$232K 0.08%
+1,025
106
$223K 0.07%
2,356
-54
107
$221K 0.07%
+6,439
108
$220K 0.07%
4,992
+1,386
109
$204K 0.07%
268
+14
110
$198K 0.07%
4,950
-2,850
111
$192K 0.06%
6,913
+946
112
$190K 0.06%
1,634
113
$188K 0.06%
359
+26
114
$186K 0.06%
484
+231
115
$181K 0.06%
1,374
-1,532
116
$180K 0.06%
991
+65
117
$180K 0.06%
9,759
118
$173K 0.06%
1,313
+443
119
$172K 0.06%
942
-3
120
$147K 0.05%
1,567
121
$128K 0.04%
3,538
+2,300
122
$121K 0.04%
+183,178
123
$121K 0.04%
+1,586
124
$120K 0.04%
4,709
125
$115K 0.04%
5,363
+1,368
3 4
5
6 7