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
$161M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$697K
3
+$692K
4
AMZN icon
Amazon
AMZN
+$425K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$397K

Top Sells

1
+$437K
2
+$178K
3
+$134K
4
PBR icon
Petrobras
PBR
+$134K
5
HPQ icon
HP
HPQ
+$84K

Sector Composition

1 Consumer Staples 26.18%
2 Healthcare 1.71%
3 Communication Services 1.61%
4 Consumer Discretionary 1.61%
5 Technology 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$53K 0.03%
1,610
127
$53K 0.03%
1,400
128
$52K 0.03%
2,081
129
$52K 0.03%
817
130
$51K 0.03%
173
+30
131
$50K 0.03%
140
132
$49K 0.03%
826
133
$49K 0.03%
1,884
134
$49K 0.03%
1,400
135
$48K 0.03%
3,600
136
$46K 0.03%
360
+270
137
$41K 0.03%
1,695
138
$41K 0.03%
309
139
$40K 0.02%
1,300
140
$39K 0.02%
+950
141
$39K 0.02%
375
-20
142
$36K 0.02%
1,405
143
$36K 0.02%
1,300
144
$35K 0.02%
1,000
145
$35K 0.02%
433
146
$33K 0.02%
2,350
147
$32K 0.02%
845
148
$32K 0.02%
678
149
$32K 0.02%
19,718
150
$31K 0.02%
2,600
+900
4 5
6
7 8