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
76
$77K 0.05%
3,864
-200
77
$75K 0.05%
500
78
$73K 0.05%
+2,595
79
$72K 0.05%
+3,201
80
$70K 0.05%
500
81
$70K 0.05%
+8,485
82
$69K 0.04%
2,280
83
$63K 0.04%
1,080
84
$62K 0.04%
1,415
+250
85
$55K 0.04%
832
86
$48K 0.03%
14,000
87
$46K 0.03%
715
88
$45K 0.03%
571
89
$38K 0.02%
591
90
$33K 0.02%
1,695
91
$32K 0.02%
320
92
$31K 0.02%
760
93
$28K 0.02%
470
94
$28K 0.02%
300
95
$26K 0.02%
581
96
$24K 0.02%
2,822
97
$23K 0.02%
500
98
$23K 0.02%
290
99
$22K 0.01%
685
100
$21K 0.01%
290
2 3
4
5 6