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
76
$103K 0.06%
4,017
-12,632
77
$86K 0.05%
+1,614
78
$82K 0.05%
+280
79
$82K 0.05%
3,383
-15,744
80
$77K 0.05%
2,828
-3,903
81
$71K 0.04%
+1,100
82
$64K 0.04%
817
83
$56K 0.03%
464
+114
84
$56K 0.03%
+1,402
85
$56K 0.03%
300
86
$54K 0.03%
1,980
-50
87
$54K 0.03%
+1,356
88
$53K 0.03%
600
89
$53K 0.03%
+1,130
90
$50K 0.03%
400
91
$46K 0.03%
1,000
92
$44K 0.03%
+1,000
93
$44K 0.03%
2,170
-2,260
94
$44K 0.03%
619
95
$43K 0.03%
1,645
-630
96
$43K 0.03%
+1,000
97
$41K 0.02%
1,300
98
$41K 0.02%
230
99
$40K 0.02%
+336
100
$38K 0.02%
1,695
2 3
4
5 6