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
151
$2K ﹤0.01%
66
152
– –
-900
153
– –
-200
154
– –
-310
155
– –
-700
156
$0 ﹤0.01%
9
157
– –
-1,068
158
– –
-1,630
159
– –
-14,270
160
$0 ﹤0.01%
4
161
– –
-2,850
162
– –
-860
163
– –
-690
164
– –
-1,826
165
– –
-2,800
166
– –
-180
167
– –
-1,337
168
– –
-40
169
– –
-1,500
170
– –
-1,855
171
– –
-905
172
– –
-2,165
173
– –
-1,440
174
– –
-49,260
175
– –
-177
4 5 6
7
8