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%
68
202
$5K ﹤0.01%
213
203
$4K ﹤0.01%
350
204
$4K ﹤0.01%
65
205
$4K ﹤0.01%
300
206
$4K ﹤0.01%
112
207
$3K ﹤0.01%
+308
208
$3K ﹤0.01%
+35
209
$2K ﹤0.01%
28
210
$2K ﹤0.01%
282
211
$2K ﹤0.01%
39
212
$1K ﹤0.01%
14
213
$1K ﹤0.01%
280
214
$1K ﹤0.01%
12
215
– –
-2,214
216
$0 ﹤0.01%
1
217
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-42
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220
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-2,965
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222
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224
– –
-67
225
$0 ﹤0.01%
2
6 7 8
9
10