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
51
$200K 0.13%
12,575
+1,540
52
$194K 0.13%
4,830
53
$191K 0.12%
3,443
-211
54
$185K 0.12%
2,480
55
$183K 0.12%
5,490
+820
56
$182K 0.12%
2,439
-140
57
$181K 0.12%
2,707
-142
58
$179K 0.12%
3,830
-180
59
$175K 0.11%
15,620
+4,920
60
$171K 0.11%
908
+15
61
$169K 0.11%
2,098
-156
62
$158K 0.1%
9,320
63
$154K 0.1%
4,288
64
$152K 0.1%
3,540
65
$150K 0.1%
+5,970
66
$149K 0.1%
2,556
67
$128K 0.08%
16,067
+3,600
68
$117K 0.08%
3,005
-15
69
$117K 0.08%
4,766
70
$116K 0.08%
4,990
+3,040
71
$111K 0.07%
2,380
-100
72
$100K 0.07%
600
73
$94K 0.06%
2,060
-100
74
$81K 0.05%
1,685
+390
75
$80K 0.05%
1,207
+199
1 2
3
4 5