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
101
$38K 0.03%
1,300
102
$37K 0.02%
1,695
103
$37K 0.02%
1,760
104
$37K 0.02%
1,000
105
$32K 0.02%
490
106
$30K 0.02%
700
107
$30K 0.02%
1,000
108
$29K 0.02%
1,209
+240
109
$28K 0.02%
1,400
110
$28K 0.02%
1,800
111
$28K 0.02%
1,700
112
$27K 0.02%
800
113
$26K 0.02%
475
-40
114
$25K 0.02%
600
115
$25K 0.02%
500
116
$23K 0.02%
1,201
117
$23K 0.02%
685
118
$22K 0.01%
900
+290
119
$20K 0.01%
950
-260
120
$18K 0.01%
623
121
$17K 0.01%
422
122
$17K 0.01%
960
123
$16K 0.01%
850
-250
124
$15K 0.01%
88
125
$15K 0.01%
570
+170
3 4
5
6 7