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
$244M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$7.7M
3
+$7.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.58M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$4.53M

Top Sells

1
+$2.26M
2
+$1.7M
3
+$1.55M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.25M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.12M

Sector Composition

1 Consumer Staples 14.13%
2 Technology 2.54%
3 Consumer Discretionary 1.93%
4 Financials 1.63%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$92.5K 0.04%
7,600
127
$88K 0.04%
965
128
$86.8K 0.04%
1,036
-172
129
$82K 0.03%
184
+28
130
$78.6K 0.03%
4,302
131
$73.4K 0.03%
1,799
-1,030
132
$73.2K 0.03%
230
133
$71.9K 0.03%
1,780
134
$71.2K 0.03%
143
135
$68K 0.03%
1,610
136
$67K 0.03%
500
137
$66.3K 0.03%
1,250
+90
138
$64.4K 0.03%
140
139
$64.2K 0.03%
250
140
$62K 0.03%
817
141
$59.4K 0.02%
606
-507
142
$58.5K 0.02%
86
143
$57.5K 0.02%
7,000
+3,500
144
$57.4K 0.02%
3,600
145
$57.2K 0.02%
2,081
146
$56.8K 0.02%
617
-209
147
$56.6K 0.02%
1,424
148
$56.5K 0.02%
589
+45
149
$55.6K 0.02%
2,800
150
$55.6K 0.02%
1,777
-21,956
4 5
6
7 8