CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.53M
3
+$2.85M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.02M
5
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$612K

Top Sells

1
+$635K
2
+$617K
3
+$532K
4
MO icon
Altria Group
MO
+$354K
5
AVGO icon
Broadcom
AVGO
+$313K

Sector Composition

1 Consumer Staples 6.66%
2 Technology 3.51%
3 Consumer Discretionary 1.85%
4 Communication Services 1.71%
5 Materials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$111K 0.03%
+345
102
$105K 0.03%
37,935
103
$98.5K 0.03%
1,174
-144
104
$96.4K 0.03%
1,780
105
$96.2K 0.03%
1,379
-188
106
$91.6K 0.03%
226
107
$91.1K 0.03%
1,124
108
$87.8K 0.03%
4,302
109
$84.9K 0.03%
824
110
$82.3K 0.03%
356
+1
111
$79.6K 0.02%
1,610
112
$76.1K 0.02%
2,081
113
$73K 0.02%
357
114
$70K 0.02%
187
115
$62.9K 0.02%
470
116
$61.5K 0.02%
616
117
$57.4K 0.02%
595
+3
118
$55.6K 0.02%
1,300
119
$52.8K 0.02%
3,252
120
$52.6K 0.02%
509
121
$51.4K 0.02%
4,429
122
$51.2K 0.02%
477
-23
123
$51.1K 0.02%
427
+2
124
$49K 0.02%
167
125
$49K 0.02%
42
3 4
5
6 7