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
176
$40.8K 0.01%
678
177
$39.8K 0.01%
561
178
$39.1K 0.01%
545
+211
179
$37.8K 0.01%
300
+100
180
$37.4K 0.01%
345
181
$35K 0.01%
42
182
$35K 0.01%
465
+45
183
$34K 0.01%
590
184
$32.9K 0.01%
1,469
-28
185
$32.5K 0.01%
336
+169
186
$30.9K 0.01%
290
+90
187
$28.7K 0.01%
1,400
188
$28.7K 0.01%
+79
189
$28.6K 0.01%
51
190
$28.6K 0.01%
208
191
$27.6K 0.01%
119
192
$27.4K 0.01%
260
193
$27.3K 0.01%
+1,500
194
$27.3K 0.01%
+107
195
$27.2K 0.01%
39
+17
196
$27.1K 0.01%
3,940
197
$26.6K 0.01%
1,000
198
$26.5K 0.01%
174
+54
199
$26.2K 0.01%
1,090
+3
200
$25.7K 0.01%
474
6 7
8
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