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
$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
1
$33.4M 20.8%
196,382
+256
2
$25M 15.53%
333,155
3
$13.4M 8.32%
346,360
4
$9.37M 5.83%
185,804
-946
5
$5M 3.11%
78,404
+1,260
6
$4.17M 2.59%
226,263
-4,113
7
$3.43M 2.13%
86,260
-1,426
8
$3.02M 1.88%
50,673
+144
9
$2.83M 1.76%
14,438
-134
10
$2.5M 1.55%
47,629
+23,722
11
$2.28M 1.42%
49,091
+422
12
$2.23M 1.39%
42,841
+93
13
$1.62M 1.01%
15,870
+14
14
$1.61M 1%
61,330
+52
15
$1.59M 0.99%
123,534
-5,100
16
$1.55M 0.96%
26,165
+11,795
17
$1.41M 0.87%
24,475
18
$1.4M 0.87%
30,196
+14,965
19
$1.39M 0.86%
40,810
-50
20
$1.35M 0.84%
6,434
-247
21
$1.34M 0.84%
26,367
+90
22
$1.2M 0.75%
6,783
-33
23
$1.19M 0.74%
69,712
-3,476
24
$1.1M 0.68%
41,900
+90
25
$969K 0.6%
145,570
-2,715
1
2 3 4 5