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CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
-0.59%
1 Year Est. Return
+18.78%
3 Year Est. Return
+53.18%
5 Year Est. Return
+52.26%
10 Year Est. Return
+109.66%
AUM
$344M
AUM Growth
+$9.23M
Cap. Flow
+$13.6M
Cap. Flow %
3.97%
Top 10 Hldgs %
72.87%
Holding
237
New
4
Increased
23
Reduced
18
Closed
148

Top Buys

1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$12M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.8M
3
WES icon
Western Midstream Partners
WES
+$1.15M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.08M
5
NFLX icon
Netflix
NFLX
+$948K

Top Sells

1
EUDG icon
WisdomTree Europe Quality Dividend Growth Fund
EUDG
+$1.17M
2
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
+$1.06M
3
SITM icon
SiTime
SITM
+$759K
4
GLBE icon
Global E Online
GLBE
+$629K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$479K

Sector Composition

1 Consumer Staples 5.72%
2 Technology 3.19%
3 Communication Services 2.25%
4 Consumer Discretionary 1.47%
5 Energy 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRWD icon
126
CrowdStrike
CRWD
$207B
– –
-24
Closed -$2.81K
CSCO icon
127
Cisco
CSCO
$441B
– –
-184
Closed -$14.2K
CSX icon
128
CSX Corp
CSX
$94.3B
– –
-144
Closed -$5.22K
CVS icon
129
CVS Health
CVS
$137B
– –
-101
Closed -$7.98K
D icon
130
Dominion Energy
D
$62.5B
– –
-43
Closed -$2.52K
DE icon
131
Deere & Co
DE
$161B
– –
-12
Closed -$5.59K
DFAX icon
132
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
– –
-4,709
Closed -$154K
DG icon
133
Dollar General
DG
$27.7B
– –
-409
Closed -$54.3K
DIS icon
134
Walt Disney
DIS
$170B
– –
-5
Closed -$569
DTF
135
DTF Tax-Free Income 2028 Term Fund
DTF
$80.8M
– –
-732
Closed -$8.36K
DVN icon
136
Devon Energy
DVN
$50.6B
– –
-707
Closed -$25.9K
ED icon
137
Consolidated Edison
ED
$41.4B
– –
-64
Closed -$6.37K
EDV icon
138
Vanguard World Funds Extended Duration ETF
EDV
$3.37B
– –
-134
Closed -$8.68K
EMXC icon
139
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
– –
-157
Closed -$11.4K
ETN icon
140
Eaton
ETN
$155B
– –
-187
Closed -$59.6K
EUDG icon
141
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$68.3M
– –
-31,134
Closed -$1.17M
EXC icon
142
Exelon
EXC
$47.3B
– –
-22
Closed -$959
GDV icon
143
Gabelli Dividend & Income Trust
GDV
$2.59B
– –
-336
Closed -$9.32K
GDX icon
144
VanEck Gold Miners ETF
GDX
$21.8B
– –
-509
Closed -$43.7K
GLBE icon
145
Global E Online
GLBE
$6.4B
– –
-16,006
Closed -$629K
GLOB icon
146
Globant
GLOB
$1.39B
– –
-40
Closed -$2.62K
GOOG icon
147
Alphabet (Google) Class C
GOOG
$4.22T
– –
-120
Closed -$37.7K
GPN icon
148
Global Payments
GPN
$21.3B
– –
-16
Closed -$1.24K
HD icon
149
Home Depot
HD
$338B
– –
-226
Closed -$77.8K
HIMS icon
150
Hims & Hers Health
HIMS
$7.6B
– –
-2,982
Closed -$96.8K
4 5
6
7 8

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WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
MJP
Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
FMB
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LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return

Cedar Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Cedar Wealth Management held 237 positions worth $344M, up 2.8% from $334M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Cedar Wealth Management deployed $13.6M of net new capital in Q1 2026, opening 4 new positions and adding to 23 existing holdings. Its largest new stake was Invesco S&P International Developed Momentum ETF: 48,873 shares worth $2.68M.

By sector, the portfolio is most concentrated in Consumer Staples at 5.7% of assets, up from 5.7% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was SiTime, an estimated $759K trimmed.

  • Cedar Wealth Management's largest Q1 2026 buy was Invesco S&P International Developed Momentum ETF: 48,873 shares worth $2.68M.
  • Cedar Wealth Management added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $12M increase.
  • Cedar Wealth Management's biggest Q1 2026 reduction was SiTime, cutting an estimated $759K.
  • Cedar Wealth Management fully exited WisdomTree Europe Quality Dividend Growth Fund in Q1 2026, selling an estimated $1.17M.
  • Cedar Wealth Management's ten largest holdings make up 73% of its $344M portfolio in Q1 2026.
  • Cedar Wealth Management opened 4 new positions and closed 148 in Q1 2026.
  • Cedar Wealth Management's portfolio value rose 2.8% quarter-over-quarter to $344M.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.