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
126
$2K ﹤0.01%
28
127
$2K ﹤0.01%
30
128
$2K ﹤0.01%
569
129
$2K ﹤0.01%
40
130
$2K ﹤0.01%
52
-1
131
$2K ﹤0.01%
31
132
$1K ﹤0.01%
9
133
$1K ﹤0.01%
20
-215
134
$1K ﹤0.01%
39
135
$1K ﹤0.01%
13
136
$1K ﹤0.01%
700
137
$1K ﹤0.01%
112
138
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50
139
$1K ﹤0.01%
5
140
$1K ﹤0.01%
3
-50
141
$0 ﹤0.01%
40
142
– –
-238
143
$0 ﹤0.01%
3
144
$0 ﹤0.01%
25
-220
145
$0 ﹤0.01%
8
2 3 4 5
6