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
151
$6K ﹤0.01%
+23
152
$6K ﹤0.01%
200
153
$5K ﹤0.01%
110
154
$5K ﹤0.01%
+97
155
$5K ﹤0.01%
+80
156
$5K ﹤0.01%
+150
157
$5K ﹤0.01%
+280
158
$4K ﹤0.01%
+560
159
$4K ﹤0.01%
+97
160
$4K ﹤0.01%
+91
161
$4K ﹤0.01%
+40
162
$4K ﹤0.01%
+43
163
$4K ﹤0.01%
+75
164
$3K ﹤0.01%
50
165
$3K ﹤0.01%
+564
166
– –
-66
167
– –
-27,385
168
– –
-600
169
– –
-436
170
– –
-4,857
171
– –
-3,118
172
– –
-1,750
173
– –
-3,454
174
– –
-121
175
– –
-1,998
4 5 6
7
8