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
151
$70.9K 0.02%
487
152
$68.8K 0.02%
1,092
153
$67.7K 0.02%
475
+108
154
$67.3K 0.02%
3,255
-162
155
$64.4K 0.02%
684
+157
156
$62.6K 0.02%
598
+10
157
$59.9K 0.02%
+22,935
158
$58.5K 0.02%
1,500
-100
159
$58.4K 0.02%
2,081
160
$57.9K 0.02%
500
161
$57.5K 0.02%
792
-65
162
$56.4K 0.02%
580
+80
163
$55.2K 0.02%
638
-12
164
$53.5K 0.02%
1,300
-124
165
$52.6K 0.02%
4,429
-200
166
$51.1K 0.02%
+344
167
$50.5K 0.02%
378
168
$50.3K 0.02%
+586
169
$50.3K 0.02%
1,007
+197
170
$50K 0.02%
1,300
171
$49K 0.02%
+356
172
$47.8K 0.02%
9,882
173
$46.3K 0.02%
1,300
174
$44K 0.01%
649
+115
175
$41.7K 0.01%
167
5 6
7
8 9