CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$334K
3
+$303K
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$276K
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$150K

Top Sells

1
+$12.6M
2
+$5.47M
3
+$304K
4
MSFT icon
Microsoft
MSFT
+$67.9K
5
CVX icon
Chevron
CVX
+$41.7K

Sector Composition

1 Consumer Staples 53.8%
2 Energy 2.7%
3 Financials 2.28%
4 Healthcare 1.35%
5 Technology 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$322K 0.21%
17,930
27
$318K 0.21%
2,290
-93
28
$317K 0.21%
11,700
29
$302K 0.2%
4,828
-226
30
$296K 0.19%
1,225
31
$296K 0.19%
9,152
+1,200
32
$293K 0.19%
10,281
+3,019
33
$287K 0.19%
5,610
34
$284K 0.18%
4,453
-167
35
$274K 0.18%
11,691
-620
36
$267K 0.17%
3,750
37
$266K 0.17%
4,160
38
$262K 0.17%
17,427
-81
39
$259K 0.17%
2,345
-104
40
$246K 0.16%
1,411
-62
41
$240K 0.16%
5,371
+635
42
$238K 0.16%
9,060
43
$230K 0.15%
13,534
-1,805
44
$229K 0.15%
4,400
45
$224K 0.15%
5,230
46
$208K 0.14%
6,160
47
$206K 0.13%
927
-47
48
$205K 0.13%
15,893
-2,089
49
$205K 0.13%
11,715
+1,879
50
$203K 0.13%
10,620
+1,220
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