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
126
$13K 0.01%
+500
127
$11K 0.01%
180
-1,640
128
$11K 0.01%
93
129
$10K 0.01%
+54
130
$10K 0.01%
+84
131
$10K 0.01%
300
132
$10K 0.01%
860
133
$8K 0.01%
271
134
$8K 0.01%
924
-130
135
$8K 0.01%
+140
136
$7K ﹤0.01%
436
137
$7K ﹤0.01%
121
138
$7K ﹤0.01%
100
-80
139
$7K ﹤0.01%
460
140
$7K ﹤0.01%
280
141
$6K ﹤0.01%
550
142
$6K ﹤0.01%
+290
143
$5K ﹤0.01%
110
144
$5K ﹤0.01%
200
145
$5K ﹤0.01%
+98
146
$5K ﹤0.01%
50
-2,201
147
$4K ﹤0.01%
354
148
$3K ﹤0.01%
50
149
$3K ﹤0.01%
25
150
$2K ﹤0.01%
20
4 5
6
7 8