CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$872K
2
+$300K
3
+$300K
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$299K
5
SLB icon
SLB Ltd
SLB
+$287K

Top Sells

1
+$1.63M
2
+$620K
3
+$598K
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
151
$2K ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
9
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4 5 6
7
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