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
101
$37K 0.02%
1,000
102
$36K 0.02%
910
-510
103
$35K 0.02%
1,398
-4,266
104
$35K 0.02%
1,324
-4,030
105
$34K 0.02%
+564
106
$33K 0.02%
896
+211
107
$32K 0.02%
750
-1,570
108
$31K 0.02%
700
109
$30K 0.02%
1,400
110
$29K 0.02%
1,800
111
$28K 0.02%
600
112
$28K 0.02%
634
+212
113
$28K 0.02%
1,000
114
$28K 0.02%
1,700
115
$28K 0.02%
800
116
$26K 0.02%
475
117
$25K 0.01%
+840
118
$24K 0.01%
113
-500
119
$23K 0.01%
960
120
$22K 0.01%
623
121
$22K 0.01%
1,201
122
$21K 0.01%
+425
123
$21K 0.01%
+392
124
$21K 0.01%
+185
125
$19K 0.01%
+203
3 4
5
6 7