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
$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
1
$43M 17.62%
210,924
+39,535
2
$27.6M 11.3%
1,131,657
+269,712
3
$20.3M 8.29%
208,325
-8,822
4
$18M 7.37%
251,080
-1,263
5
$12.2M 5%
462,305
+171,332
6
$9.64M 3.94%
215,989
-7,524
7
$7.7M 3.15%
+302,298
8
$7.53M 3.08%
+321,032
9
$5.51M 2.26%
177,460
-29,820
10
$5.22M 2.14%
70,798
+285
11
$5.1M 2.09%
209,182
-63,356
12
$4.05M 1.66%
66,486
+57,682
13
$3.53M 1.44%
14,986
-535
14
$3.41M 1.39%
48,878
15
$3.04M 1.25%
35,683
+491
16
$2.89M 1.18%
61,167
+10,463
17
$2.35M 0.96%
40,104
+26,411
18
$2.15M 0.88%
52,870
+3,358
19
$1.96M 0.8%
23,630
+3,442
20
$1.87M 0.77%
34,276
21
$1.78M 0.73%
13,722
+4,389
22
$1.75M 0.72%
6,077
-315
23
$1.51M 0.62%
50,100
+31,076
24
$1.48M 0.61%
14,326
+2,558
25
$1.45M 0.59%
66,141
+9,279
1
2 3 4 5