CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.53M
3
+$2.85M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.02M
5
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$612K

Top Sells

1
+$635K
2
+$617K
3
+$532K
4
MO icon
Altria Group
MO
+$354K
5
AVGO icon
Broadcom
AVGO
+$313K

Sector Composition

1 Consumer Staples 6.66%
2 Technology 3.51%
3 Consumer Discretionary 1.85%
4 Communication Services 1.71%
5 Materials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.32K ﹤0.01%
51
202
$5.31K ﹤0.01%
84
203
$5.26K ﹤0.01%
70
204
$5.13K ﹤0.01%
181
+2
205
$5.13K ﹤0.01%
30
206
$5.11K ﹤0.01%
144
207
$4.96K ﹤0.01%
49
208
$4.83K ﹤0.01%
68
209
$4.82K ﹤0.01%
+300
210
$4.69K ﹤0.01%
48
211
$4.44K ﹤0.01%
66
212
$4.42K ﹤0.01%
22
213
$4.28K ﹤0.01%
+265
214
$4.24K ﹤0.01%
22
215
$4.12K ﹤0.01%
27
216
$3.91K ﹤0.01%
15
217
$3.58K ﹤0.01%
21
218
$3.54K ﹤0.01%
136
219
$3.21K ﹤0.01%
71
+1
220
$3.2K ﹤0.01%
59
221
$2.96K ﹤0.01%
9
222
$2.94K ﹤0.01%
6
223
$2.63K ﹤0.01%
43
224
$2.58K ﹤0.01%
100
-190
225
$2.56K ﹤0.01%
31
7 8
9
10 11