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
151
$70K 0.03%
922
152
$69K 0.03%
144
153
$68K 0.03%
4,983
154
$68K 0.03%
140
155
$68K 0.03%
5,847
156
$66K 0.03%
817
157
$61K 0.03%
410
-144
158
$60K 0.03%
1,477
-2,157
159
$57K 0.03%
2,081
160
$57K 0.03%
4,629
161
$56K 0.03%
1,400
162
$55K 0.03%
604
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163
$55K 0.03%
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164
$55K 0.03%
230
165
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166
$53K 0.02%
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167
$52K 0.02%
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168
$50K 0.02%
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169
$49K 0.02%
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170
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171
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544
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172
$47K 0.02%
600
173
$46K 0.02%
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174
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400
175
$42K 0.02%
546
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7
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