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
1
$54.8M 18.03%
210,863
-403
2
$36.4M 11.99%
1,355,868
+93,858
3
$24M 7.89%
781,521
+26,511
4
$19.4M 6.38%
208,057
-5,799
5
$16M 5.26%
174,508
-6,935
6
$15.3M 5.02%
143,422
+28,991
7
$9.93M 3.27%
235,731
+30,200
8
$9.66M 3.18%
302,298
9
$7.23M 2.38%
165,709
-37,479
10
$5.32M 1.75%
17,728
+1,327
11
$4.8M 1.58%
79,480
+3,209
12
$4.49M 1.48%
66,744
-5
13
$3.45M 1.14%
49,293
14
$3.36M 1.1%
18,611
+66
15
$3.23M 1.06%
45,224
-1,519
16
$3.12M 1.03%
75,881
+2,655
17
$2.71M 0.89%
110,192
+6,740
18
$2.71M 0.89%
5,639
+1,469
19
$2.67M 0.88%
34,564
+229
20
$2.49M 0.82%
37,500
+600
21
$2.43M 0.8%
5,766
+767
22
$2.15M 0.71%
89,354
+2,654
23
$2.14M 0.7%
22,640
+602
24
$2M 0.66%
78,927
+819
25
$1.92M 0.63%
83,352
+4,030
1
2 3 4 5