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
51
$365K 0.22%
16,867
-3,488
52
$365K 0.22%
9,070
-620
53
$356K 0.21%
6,005
54
$337K 0.2%
4,447
+1
55
$331K 0.2%
5,126
56
$301K 0.18%
3,260
+2,240
57
$297K 0.18%
18,602
-15
58
$290K 0.17%
1,990
-218
59
$268K 0.16%
8,345
-130
60
$256K 0.15%
3,985
-585
61
$225K 0.13%
2,556
62
$208K 0.12%
1,966
63
$205K 0.12%
5,820
64
$197K 0.12%
7,347
-105
65
$195K 0.12%
3,183
-89
66
$192K 0.11%
4,535
67
$177K 0.1%
11,188
-765
68
$175K 0.1%
8,530
-1,155
69
$169K 0.1%
3,149
+61
70
$158K 0.09%
+1,014
71
$129K 0.08%
18,770
-75,610
72
$128K 0.08%
4,524
-2,468
73
$118K 0.07%
6,080
+250
74
$116K 0.07%
+662
75
$111K 0.07%
481
-178
1 2
3
4 5