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
151
$30K 0.02%
1,800
152
$30K 0.02%
960
153
$29K 0.02%
1,029
+11
154
$28K 0.02%
600
155
$28K 0.02%
500
156
$27K 0.02%
910
157
$24K 0.01%
1,400
158
$23K 0.01%
168
159
$23K 0.01%
475
160
$22K 0.01%
1,000
161
$22K 0.01%
701
162
$22K 0.01%
565
163
$21K 0.01%
750
164
$21K 0.01%
800
+300
165
$20K 0.01%
1,288
-250
166
$19K 0.01%
342
167
$18K 0.01%
700
168
$17K 0.01%
282
169
$17K 0.01%
730
-1,050
170
$17K 0.01%
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171
$17K 0.01%
800
172
$16K 0.01%
1,562
173
$15K 0.01%
243
174
$15K 0.01%
200
175
$14K 0.01%
1,800
5 6
7
8 9