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
$304M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.52M
3
+$1.27M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.05M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$813K

Top Sells

1
+$1.63M
2
+$635K
3
+$540K
4
HSY icon
Hershey
HSY
+$357K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$345K

Sector Composition

1 Consumer Staples 9.24%
2 Technology 3%
3 Financials 2.26%
4 Consumer Discretionary 2.16%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$115K 0.04%
+443
127
$114K 0.04%
2,280
+150
128
$114K 0.04%
2,100
-400
129
$108K 0.04%
2,513
+130
130
$107K 0.04%
146
+4
131
$106K 0.04%
965
132
$102K 0.03%
2,350
+2,150
133
$99.4K 0.03%
230
134
$98.6K 0.03%
1,011
+300
135
$93.8K 0.03%
1,046
+10
136
$89.6K 0.03%
4,302
137
$87.9K 0.03%
487
+31
138
$84.2K 0.03%
410
+389
139
$83.5K 0.03%
250
140
$83.3K 0.03%
534
141
$79.4K 0.03%
509
142
$79.3K 0.03%
602
+26
143
$77.9K 0.03%
134
+17
144
$74.4K 0.02%
1,780
145
$73.5K 0.02%
357
146
$72.9K 0.02%
550
+60
147
$72.6K 0.02%
140
148
$72.2K 0.02%
231
+44
149
$72K 0.02%
+573
150
$71.5K 0.02%
1,610
4 5
6
7 8