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
101
$20K 0.01%
600
102
$15K 0.01%
623
103
$15K 0.01%
2,000
104
$14K 0.01%
1,123
-827
105
$14K 0.01%
900
+300
106
$13K 0.01%
297
107
$13K 0.01%
88
108
$9K 0.01%
49
109
$9K 0.01%
93
110
$8K 0.01%
354
111
$6K ﹤0.01%
550
112
$6K ﹤0.01%
33
113
$5K ﹤0.01%
25
114
$5K ﹤0.01%
106
115
$4K ﹤0.01%
75
116
$4K ﹤0.01%
200
117
$4K ﹤0.01%
45
118
$4K ﹤0.01%
165
119
$4K ﹤0.01%
700
120
$3K ﹤0.01%
40
121
$3K ﹤0.01%
+14
122
$3K ﹤0.01%
38
123
$3K ﹤0.01%
38
124
$2K ﹤0.01%
18
125
$2K ﹤0.01%
15
2 3 4
5
6