CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.53M
3
+$2.85M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.02M
5
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$612K

Top Sells

1
+$635K
2
+$617K
3
+$532K
4
MO icon
Altria Group
MO
+$354K
5
AVGO icon
Broadcom
AVGO
+$313K

Sector Composition

1 Consumer Staples 6.66%
2 Technology 3.51%
3 Consumer Discretionary 1.85%
4 Communication Services 1.71%
5 Materials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45.9K 0.01%
582
+4
127
$44.3K 0.01%
187
128
$40.4K 0.01%
529
-100
129
$40K 0.01%
1,565
+784
130
$39.6K 0.01%
141
-47
131
$37.8K 0.01%
+1,430
132
$37.4K 0.01%
134
+64
133
$37.4K 0.01%
+261
134
$37K 0.01%
841
+276
135
$36.9K 0.01%
198
+1
136
$35K 0.01%
208
137
$34.3K 0.01%
260
138
$33.3K 0.01%
518
-110
139
$29.2K 0.01%
120
140
$28.9K 0.01%
225
-220
141
$26.4K 0.01%
3,940
142
$24.7K 0.01%
703
+3
143
$23.7K 0.01%
22
144
$23.6K 0.01%
209
+197
145
$23.4K 0.01%
10
146
$21.8K 0.01%
+278
147
$21.2K 0.01%
167
148
$21K 0.01%
+665
149
$20.1K 0.01%
992
150
$19.8K 0.01%
148
4 5
6
7 8