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
$304M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.52M
3
+$1.27M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.05M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$813K

Top Sells

1
+$1.63M
2
+$635K
3
+$540K
4
HSY icon
Hershey
HSY
+$357K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$345K

Sector Composition

1 Consumer Staples 9.24%
2 Technology 3%
3 Financials 2.26%
4 Consumer Discretionary 2.16%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23.9K 0.01%
+188
202
$23.9K 0.01%
300
+245
203
$23.6K 0.01%
+114
204
$23K 0.01%
70
205
$22.7K 0.01%
+310
206
$22.5K 0.01%
519
+517
207
$22.1K 0.01%
288
+145
208
$22K 0.01%
78
+11
209
$21.1K 0.01%
61
+43
210
$21K 0.01%
217
211
$20.9K 0.01%
+39
212
$20.9K 0.01%
19,916
213
$20.7K 0.01%
+84
214
$20.5K 0.01%
167
215
$20.3K 0.01%
+89
216
$19.8K 0.01%
100
217
$19.6K 0.01%
992
218
$19.3K 0.01%
171
219
$19K 0.01%
+57
220
$18.9K 0.01%
167
221
$17.7K 0.01%
+334
222
$17.2K 0.01%
99
+81
223
$17.2K 0.01%
1,900
224
$17.2K 0.01%
+61
225
$17.2K 0.01%
+97
7 8
9
10 11