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
176
$8.64K ﹤0.01%
52
177
$8.62K ﹤0.01%
+900
178
$8.48K ﹤0.01%
253
-531
179
$8.2K ﹤0.01%
12
180
$7.73K ﹤0.01%
167
181
$7.58K ﹤0.01%
101
-6
182
$7.19K ﹤0.01%
60
183
$7.16K ﹤0.01%
37
184
$7.11K ﹤0.01%
63
185
$7.05K ﹤0.01%
+142
186
$6.83K ﹤0.01%
+105
187
$6.77K ﹤0.01%
36
188
$6.75K ﹤0.01%
59
-458
189
$6.6K ﹤0.01%
88
190
$6.6K ﹤0.01%
22
191
$6.57K ﹤0.01%
140
+3
192
$6.45K ﹤0.01%
64
193
$6.42K ﹤0.01%
23
194
$6.41K ﹤0.01%
50
-167
195
$6.39K ﹤0.01%
13
-7
196
$6.04K ﹤0.01%
+90
197
$5.98K ﹤0.01%
17
-2
198
$5.77K ﹤0.01%
88
199
$5.49K ﹤0.01%
12
200
$5.45K ﹤0.01%
82
6 7
8
9 10