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
$149M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$307K
3
+$304K
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$302K
5
SLB icon
SLB Ltd
SLB
+$268K

Top Sells

1
+$1.63M
2
+$573K
3
+$551K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$439K
5
SYK icon
Stryker
SYK
+$335K

Sector Composition

1 Consumer Staples 34.04%
2 Materials 1.74%
3 Technology 1.6%
4 Communication Services 1.31%
5 Energy 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$575K 0.38%
5,140
-440
27
$571K 0.38%
31,293
28
$554K 0.37%
29,336
+11,658
29
$453K 0.3%
2,546
-72
30
$441K 0.3%
1,486
+650
31
$440K 0.29%
1,834
-103
32
$439K 0.29%
16,718
+8,378
33
$439K 0.29%
5,422
+2,722
34
$426K 0.29%
16,649
+5,525
35
$426K 0.29%
19,127
-2,130
36
$422K 0.28%
94,380
+30,320
37
$417K 0.28%
20,355
+4,095
38
$398K 0.27%
5,347
+4,124
39
$394K 0.26%
4,445
+3,430
40
$391K 0.26%
8,561
+6,603
41
$370K 0.25%
9,045
42
$367K 0.25%
6,584
+2,528
43
$365K 0.24%
4,525
+1,747
44
$362K 0.24%
19,042
+7,421
45
$341K 0.23%
6,005
46
$337K 0.23%
4,446
47
$332K 0.22%
5,126
48
$331K 0.22%
9,690
+7,858
49
$322K 0.22%
10,474
+3,777
50
$322K 0.22%
20,216
+7,216
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