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
1
$66M 20.22%
201,071
2
$39.5M 12.09%
1,445,656
+160,249
3
$31.2M 9.55%
541,680
+64,506
4
$27.4M 8.39%
813,645
+31,046
5
$24M 7.35%
202,551
6
$15.5M 4.76%
136,678
-5,727
7
$12.1M 3.72%
74,851
-3,665
8
$11.7M 3.57%
302,298
9
$8.03M 2.46%
13,105
+4,837
10
$7.13M 2.19%
97,336
+2,834
11
$6.72M 2.06%
17,725
-300
12
$5.9M 1.81%
89,333
-5,587
13
$5.31M 1.63%
66,595
14
$3.88M 1.19%
15,959
-224
15
$3.38M 1.03%
15,374
+47
16
$3.07M 0.94%
49,155
-138
17
$2.69M 0.83%
100,477
+5,881
18
$2.64M 0.81%
14,172
-300
19
$2.57M 0.79%
10,107
+2,347
20
$2.2M 0.67%
4,246
-13
21
$2.1M 0.64%
26,231
22
$1.96M 0.6%
76,714
+7,562
23
$1.59M 0.49%
4,784
24
$1.55M 0.48%
176,503
-86,936
25
$1.55M 0.47%
2,576
-40
1
2 3 4 5