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
176
$14K 0.01%
318
177
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196
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$14K 0.01%
130
179
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420
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1,700
181
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454
182
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265
183
$13K 0.01%
300
184
$12K 0.01%
49
185
$12K 0.01%
160
186
$12K 0.01%
1,620
-18,047
187
$12K 0.01%
+1,200
188
$11K 0.01%
700
189
$11K 0.01%
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190
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191
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194
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+100
195
$7K ﹤0.01%
300
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$7K ﹤0.01%
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197
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$7K ﹤0.01%
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$6K ﹤0.01%
68
200
$6K ﹤0.01%
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