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
201
$6K ﹤0.01%
340
202
$5K ﹤0.01%
213
203
$4K ﹤0.01%
112
204
$4K ﹤0.01%
300
205
$4K ﹤0.01%
65
206
$4K ﹤0.01%
350
207
$3K ﹤0.01%
+35
208
$3K ﹤0.01%
+308
209
$2K ﹤0.01%
39
210
$2K ﹤0.01%
282
211
$2K ﹤0.01%
28
212
$1K ﹤0.01%
12
213
$1K ﹤0.01%
280
214
$1K ﹤0.01%
140
215
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-75
216
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218
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-1,326
219
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220
$0 ﹤0.01%
2
221
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222
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-4,830
223
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-2,965
224
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-3
225
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-3
6 7 8
9
10