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
$148M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.23M
3
+$2.09M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.65M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.27M

Top Sells

1
+$4.6M
2
+$1.98M
3
+$1.97M
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$491K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$468K

Sector Composition

1 Consumer Staples 28.13%
2 Communication Services 1.72%
3 Technology 1.53%
4 Healthcare 1.47%
5 Materials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$703K 0.47%
+5,927
27
$700K 0.47%
38,185
+215
28
$604K 0.41%
13,332
-5,023
29
$559K 0.38%
26,602
+5,272
30
$542K 0.37%
26,061
+9,552
31
$531K 0.36%
9,701
-350
32
$522K 0.35%
8,980
+8,800
33
$513K 0.35%
39,678
+2,738
34
$509K 0.34%
25,086
+4,379
35
$502K 0.34%
6,418
+822
36
$498K 0.34%
12,668
+415
37
$487K 0.33%
7,808
+411
38
$482K 0.33%
20,521
+1,688
39
$482K 0.33%
21,391
+257
40
$481K 0.32%
3,467
-984
41
$479K 0.32%
19,375
+11,030
42
$456K 0.31%
+45,840
43
$445K 0.3%
6,288
-6,614
44
$443K 0.3%
12,160
-12,811
45
$440K 0.3%
2,638
+228
46
$437K 0.3%
14,525
-7,515
47
$430K 0.29%
20,924
+120
48
$412K 0.28%
24,866
-4,583
49
$408K 0.28%
11,955
+2,860
50
$380K 0.26%
10,574
-13,655
1
2
3 4 5