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
151
$19.6K 0.01%
+58
152
$19.2K 0.01%
+370
153
$19.1K 0.01%
318
154
$18.5K 0.01%
761
-7,963
155
$18.5K 0.01%
37
-14
156
$17.9K 0.01%
37
157
$17.9K 0.01%
+135
158
$17.1K 0.01%
262
159
$16.8K 0.01%
398
160
$16.1K ﹤0.01%
51
161
$15.3K ﹤0.01%
109
+47
162
$12.6K ﹤0.01%
2,483
163
$12.6K ﹤0.01%
184
+1
164
$11.9K ﹤0.01%
+207
165
$10.6K ﹤0.01%
157
166
$10.2K ﹤0.01%
57
167
$10K ﹤0.01%
65
168
$9.94K ﹤0.01%
+1,525
169
$9.88K ﹤0.01%
191
170
$9.35K ﹤0.01%
+195
171
$9.14K ﹤0.01%
134
+2
172
$9.1K ﹤0.01%
336
+2
173
$9.08K ﹤0.01%
49
-23
174
$8.89K ﹤0.01%
20
-8
175
$8.86K ﹤0.01%
21
5 6
7
8 9