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
$244M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$7.7M
3
+$7.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.58M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$4.53M

Top Sells

1
+$2.26M
2
+$1.7M
3
+$1.55M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.25M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.12M

Sector Composition

1 Consumer Staples 14.13%
2 Technology 2.54%
3 Consumer Discretionary 1.93%
4 Financials 1.63%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19.8K 0.01%
213
202
$19.1K 0.01%
167
203
$18.9K 0.01%
992
204
$18.9K 0.01%
1,583
205
$18.7K 0.01%
67
206
$18.4K 0.01%
171
207
$18.3K 0.01%
700
208
$17.6K 0.01%
200
209
$17.5K 0.01%
1,000
210
$17.3K 0.01%
535
211
$17.1K 0.01%
75
212
$16.7K 0.01%
50
213
$16.5K 0.01%
112
+13
214
$16.1K 0.01%
167
215
$16.1K 0.01%
1,000
216
$15.7K 0.01%
155
217
$15.4K 0.01%
100
218
$15.1K 0.01%
82
+7
219
$14.8K 0.01%
112
-6
220
$14.6K 0.01%
167
221
$14.5K 0.01%
11
-25
222
$12.9K 0.01%
167
223
$12.5K 0.01%
120
224
$12.5K 0.01%
214
225
$12.3K 0.01%
250
-100
7 8
9
10 11