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
176
$35.1K 0.01%
500
177
$34.6K 0.01%
700
178
$33.9K 0.01%
287
+20
179
$33.7K 0.01%
166
+20
180
$33.5K 0.01%
1,800
181
$33.3K 0.01%
678
182
$32.8K 0.01%
635
183
$32.3K 0.01%
375
+124
184
$32K 0.01%
187
185
$30.2K 0.01%
196
-1,368
186
$29.5K 0.01%
1,400
187
$29.4K 0.01%
1,497
188
$29.1K 0.01%
590
189
$28.8K 0.01%
800
190
$28.8K 0.01%
1,000
191
$28.5K 0.01%
5,390
192
$28.1K 0.01%
42
193
$28K 0.01%
1,000
194
$25.6K 0.01%
525
195
$23.8K 0.01%
420
196
$23.2K 0.01%
334
197
$22.1K 0.01%
216
-3,779
198
$21.7K 0.01%
208
199
$20.9K 0.01%
1,900
200
$20.3K 0.01%
1,066
+2
6 7
8
9 10