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
$218M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.98M
3
+$1.42M
4
MO icon
Altria Group
MO
+$1.03M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$954K

Top Sells

1
+$1.08M
2
+$814K
3
+$663K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$564K
5
T icon
AT&T
T
+$554K

Sector Composition

1 Consumer Staples 16.52%
2 Consumer Discretionary 3.3%
3 Technology 2.65%
4 Financials 2.12%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$28K 0.01%
1,400
202
$28K 0.01%
1,800
-12,518
203
$28K 0.01%
309
-245
204
$27K 0.01%
146
+20
205
$27K 0.01%
701
206
$27K 0.01%
678
207
$26K 0.01%
42
208
$26K 0.01%
500
209
$25K 0.01%
267
210
$24K 0.01%
1,000
211
$24K 0.01%
194
212
$24K 0.01%
334
213
$24K 0.01%
438
214
$24K 0.01%
250
215
$23K 0.01%
1,064
216
$23K 0.01%
36
+3
217
$23K 0.01%
251
+39
218
$23K 0.01%
1,530
219
$23K 0.01%
800
220
$22K 0.01%
200
221
$22K 0.01%
355
222
$21K 0.01%
625
223
$21K 0.01%
1,900
224
$20K 0.01%
525
225
$20K 0.01%
168
7 8
9
10 11