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
176
$42K 0.02%
3,250
-1,250
177
$42K 0.02%
250
178
$41K 0.02%
86
+22
179
$40K 0.02%
366
+20
180
$40K 0.02%
1,300
181
$37K 0.02%
1,000
182
$37K 0.02%
2,190
-1,131
183
$37K 0.02%
793
184
$37K 0.02%
289
185
$36K 0.02%
561
186
$36K 0.02%
698
-8,968
187
$35K 0.02%
167
188
$35K 0.02%
534
189
$34K 0.02%
1,300
190
$34K 0.02%
1,312
191
$33K 0.02%
800
192
$33K 0.02%
700
193
$33K 0.02%
5,390
-5,110
194
$32K 0.01%
2,750
195
$31K 0.01%
635
-25
196
$31K 0.01%
1,497
197
$31K 0.01%
378
198
$30K 0.01%
2,050
199
$30K 0.01%
1,742
200
$29K 0.01%
1,000
6 7
8
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