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
76
$202K 0.14%
3,752
+569
77
$198K 0.13%
1,503
+1,422
78
$192K 0.13%
+4,916
79
$189K 0.13%
4,619
+4,522
80
$185K 0.12%
4,854
+4,763
81
$185K 0.12%
+4,390
82
$177K 0.12%
+2,656
83
$168K 0.11%
2,556
84
$168K 0.11%
6,901
+6,894
85
$168K 0.11%
4,465
-70
86
$166K 0.11%
+641
87
$165K 0.11%
1,094
+432
88
$165K 0.11%
12,233
+3,163
89
$164K 0.11%
4,908
+4,899
90
$160K 0.11%
+6,930
91
$152K 0.1%
9,882
+9,872
92
$151K 0.1%
2,058
+92
93
$144K 0.1%
+2,702
94
$143K 0.1%
+3,970
95
$141K 0.1%
+2,271
96
$129K 0.09%
9,025
+1,678
97
$127K 0.09%
+5,214
98
$117K 0.08%
4,835
-985
99
$116K 0.08%
+6,065
100
$111K 0.08%
+2,450
2 3
4
5 6