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
151
$53.1K 0.02%
4,629
152
$52.8K 0.02%
6,600
-3,000
153
$51.6K 0.02%
117
-26
154
$49.9K 0.02%
400
155
$49.8K 0.02%
333
156
$49.6K 0.02%
2,050
157
$47.8K 0.02%
600
158
$47.5K 0.02%
1,950
159
$47.2K 0.02%
1,238
160
$46.3K 0.02%
527
-395
161
$44K 0.02%
1,300
162
$43.8K 0.02%
357
-247
163
$43.3K 0.02%
3,064
-13,798
164
$42.3K 0.02%
810
165
$41.5K 0.02%
500
-800
166
$39.7K 0.02%
20,064
167
$39.2K 0.02%
260
-50
168
$38.9K 0.02%
468
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169
$38.5K 0.02%
366
170
$38K 0.02%
561
171
$37.9K 0.02%
1,000
172
$37.8K 0.02%
793
173
$37.2K 0.02%
167
174
$37.1K 0.02%
534
175
$35.6K 0.01%
514
-12
5 6
7
8 9