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
51
$378K 0.26%
325,665
+306,895
52
$368K 0.25%
5,234
-1,767
53
$363K 0.25%
1,599
-240
54
$351K 0.24%
+22,725
55
$351K 0.24%
6,326
+1,200
56
$315K 0.21%
3,987
-1,260
57
$315K 0.21%
8,852
+8,599
58
$310K 0.21%
11,599
-4,582
59
$308K 0.21%
7,183
-503
60
$302K 0.2%
16,900
+14,920
61
$292K 0.2%
5,161
+3
62
$292K 0.2%
26,991
+10,124
63
$286K 0.19%
+27,993
64
$277K 0.19%
1,717
+1,417
65
$273K 0.18%
+4,599
66
$265K 0.18%
+3,607
67
$257K 0.17%
+3,494
68
$255K 0.17%
6,062
+5,782
69
$253K 0.17%
5,120
-885
70
$245K 0.17%
6,058
+2,909
71
$238K 0.16%
6,014
-963
72
$233K 0.16%
3,672
-1,928
73
$216K 0.15%
1,651
-339
74
$212K 0.14%
3,795
-190
75
$209K 0.14%
2,140
-1,120
1 2
3
4 5