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
101
$108K 0.07%
19,667
+1,065
102
$108K 0.07%
1,549
+1,435
103
$97K 0.07%
1,300
+200
104
$94K 0.06%
+3,212
105
$86K 0.06%
567
-447
106
$84K 0.06%
4,830
-3,700
107
$82K 0.06%
+1,000
108
$81K 0.05%
+1,200
109
$79K 0.05%
+2,608
110
$76K 0.05%
+1,897
111
$74K 0.05%
+1,390
112
$72K 0.05%
+654
113
$70K 0.05%
7,230
-3,958
114
$68K 0.05%
+2,064
115
$63K 0.04%
+1,005
116
$61K 0.04%
+4,629
117
$60K 0.04%
3,383
118
$60K 0.04%
1,950
+1,054
119
$59K 0.04%
379
-102
120
$59K 0.04%
2,062
-2,462
121
$58K 0.04%
+1,424
122
$53K 0.04%
700
+100
123
$53K 0.04%
+1,393
124
$51K 0.03%
+2,346
125
$49K 0.03%
1,912
+514
3 4
5
6 7