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
51
$317K 0.21%
11,496
+4,254
52
$314K 0.21%
3,081
+1,120
53
$310K 0.21%
11,331
+4,215
54
$307K 0.21%
6,892
+318
55
$286K 0.19%
2,208
-140
56
$269K 0.18%
18,617
-410
57
$254K 0.17%
4,536
-260
58
$254K 0.17%
9,095
+3,042
59
$242K 0.16%
4,129
+1,455
60
$237K 0.16%
8,475
-1,839
61
$232K 0.16%
4,570
+370
62
$226K 0.15%
2,556
63
$222K 0.15%
7,452
-275
64
$220K 0.15%
6,731
-230
65
$200K 0.13%
1,966
+126
66
$198K 0.13%
6,992
+4,018
67
$197K 0.13%
3,272
+624
68
$195K 0.13%
5,820
69
$188K 0.13%
4,535
70
$183K 0.12%
9,685
-945
71
$181K 0.12%
11,953
-1,170
72
$151K 0.1%
3,088
+8
73
$151K 0.1%
+1,998
74
$149K 0.1%
3,118
-115
75
$144K 0.1%
5,354
+3,400
1 2
3
4 5