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
$169M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$795K
3
+$792K
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$785K
5
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
+$637K

Top Sells

1
+$6.63M
2
+$1.57M
3
+$1.43M
4
PM icon
Philip Morris
PM
+$656K
5
RIG icon
Transocean
RIG
+$520K

Sector Composition

1 Consumer Staples 34.11%
2 Technology 1.54%
3 Materials 1.28%
4 Consumer Discretionary 1.17%
5 Communication Services 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$709K 0.42%
21,134
-2,569
27
$706K 0.42%
37,970
-1,320
28
$639K 0.38%
22,040
-1,605
29
$626K 0.37%
18,833
+8,359
30
$622K 0.37%
5,596
+2,515
31
$621K 0.37%
20,804
+9,473
32
$621K 0.37%
36,940
+16,724
33
$617K 0.36%
21,330
+9,834
34
$588K 0.35%
12,253
-1,245
35
$585K 0.35%
4,451
-689
36
$570K 0.34%
7,001
+2,476
37
$567K 0.34%
29,449
+10,407
38
$555K 0.33%
1,839
+5
39
$551K 0.33%
10,051
+3,467
40
$495K 0.29%
2,410
-136
41
$460K 0.27%
16,509
+7,414
42
$454K 0.27%
7,686
+3,557
43
$450K 0.27%
+7,397
44
$448K 0.26%
1,393
-93
45
$425K 0.25%
5,247
-175
46
$422K 0.25%
16,181
-537
47
$411K 0.24%
5,600
+1,064
48
$408K 0.24%
9,095
+50
49
$396K 0.23%
5,158
-189
50
$388K 0.23%
6,977
+85
1
2
3 4 5