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
1
$38.4M 17.58%
203,567
+4,613
2
$21.9M 10.04%
222,044
+32,827
3
$16.9M 7.73%
254,150
+21,421
4
$9.67M 4.43%
231,502
+24,736
5
$7.04M 3.22%
302,298
6
$6.65M 3.05%
278,926
+40,001
7
$6.46M 2.96%
129,220
8
$5.62M 2.57%
261,881
9
$5.54M 2.54%
193,450
+68,960
10
$4.99M 2.29%
72,771
+128
11
$4.88M 2.23%
204,441
-7,122
12
$3.92M 1.79%
82,292
-5,276
13
$3.5M 1.6%
66,352
+161
14
$3.04M 1.39%
48,911
+14,762
15
$2.84M 1.3%
35,698
+836
16
$2.71M 1.24%
34,276
17
$2.52M 1.15%
59,874
+10,030
18
$2.51M 1.15%
35,734
-247
19
$2.14M 0.98%
9,863
+76
20
$1.83M 0.84%
45,360
-26,785
21
$1.8M 0.82%
37,689
22
$1.76M 0.81%
16,620
-1,100
23
$1.73M 0.79%
32,731
24
$1.68M 0.77%
6,556
-227
25
$1.56M 0.71%
74,292
-26,421
1
2 3 4 5