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
126
$48K 0.03%
+1,610
127
$47K 0.03%
2,081
+1,563
128
$46K 0.03%
817
129
$45K 0.03%
+1,400
130
$44K 0.03%
5,880
-200
131
$44K 0.03%
400
132
$40K 0.03%
140
-140
133
$40K 0.03%
826
+207
134
$40K 0.03%
1,400
+400
135
$37K 0.03%
507
+43
136
$36K 0.02%
+3,600
137
$36K 0.02%
230
138
$35K 0.02%
+1,405
139
$33K 0.02%
1,265
-380
140
$32K 0.02%
1,000
141
$32K 0.02%
1,695
142
$29K 0.02%
1,300
143
$28K 0.02%
143
+30
144
$28K 0.02%
960
145
$27K 0.02%
+1,800
146
$26K 0.02%
1,400
147
$26K 0.02%
910
148
$26K 0.02%
678
-678
149
$25K 0.02%
845
+211
150
$25K 0.02%
1,000
4 5
6
7 8