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
126
$19K 0.01%
850
127
$19K 0.01%
+568
128
$17K 0.01%
+518
129
$17K 0.01%
+286
130
$16K 0.01%
+278
131
$16K 0.01%
500
132
$16K 0.01%
+112
133
$15K 0.01%
+280
134
$14K 0.01%
+141
135
$14K 0.01%
300
136
$14K 0.01%
81
-7
137
$13K 0.01%
54
138
$12K 0.01%
93
139
$12K 0.01%
180
140
$12K 0.01%
84
141
$11K 0.01%
+292
142
$11K 0.01%
+224
143
$11K 0.01%
114
+64
144
$11K 0.01%
+253
145
$10K 0.01%
+349
146
$8K ﹤0.01%
65
+45
147
$8K ﹤0.01%
+1,200
148
$8K ﹤0.01%
271
149
$8K ﹤0.01%
+56
150
$7K ﹤0.01%
550
4 5
6
7 8