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
76
$143K 0.1%
5,664
+3,658
77
$137K 0.09%
659
-50
78
$107K 0.07%
27,385
79
$107K 0.07%
4,366
80
$103K 0.07%
613
81
$102K 0.07%
2,320
82
$101K 0.07%
5,830
83
$91K 0.06%
600
84
$89K 0.06%
1,020
+680
85
$78K 0.05%
4,430
-301
86
$72K 0.05%
817
87
$52K 0.03%
2,030
88
$52K 0.03%
300
89
$50K 0.03%
1,750
90
$50K 0.03%
400
91
$50K 0.03%
1,420
92
$49K 0.03%
2,275
-105
93
$46K 0.03%
+1,631
94
$46K 0.03%
619
95
$45K 0.03%
600
96
$45K 0.03%
4,857
97
$45K 0.03%
3,454
98
$42K 0.03%
350
99
$41K 0.03%
1,000
100
$39K 0.03%
230
2 3
4
5 6