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
$218M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.98M
3
+$1.42M
4
MO icon
Altria Group
MO
+$1.03M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$954K

Top Sells

1
+$1.08M
2
+$814K
3
+$663K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$564K
5
T icon
AT&T
T
+$554K

Sector Composition

1 Consumer Staples 16.52%
2 Consumer Discretionary 3.3%
3 Technology 2.65%
4 Financials 2.12%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$125K 0.06%
3,331
127
$123K 0.06%
10,350
128
$123K 0.06%
1,434
129
$122K 0.06%
8,060
-320
130
$121K 0.06%
498
-1,707
131
$118K 0.05%
249
+16
132
$112K 0.05%
290
133
$109K 0.05%
333
134
$107K 0.05%
1,262
135
$100K 0.05%
1,700
-300
136
$96K 0.04%
1,572
137
$90K 0.04%
319
-5
138
$89K 0.04%
9,600
139
$87K 0.04%
1,408
-117
140
$86K 0.04%
1,122
+542
141
$81K 0.04%
965
142
$81K 0.04%
625
-500
143
$77K 0.04%
1,802
-1,440
144
$76K 0.03%
192
145
$75K 0.03%
+2,000
146
$74K 0.03%
1,780
147
$74K 0.03%
2,750
+130
148
$72K 0.03%
4,313
-6,325
149
$72K 0.03%
190
-4
150
$71K 0.03%
1,610
4 5
6
7 8