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
$169M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$771K
3
+$767K
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$766K
5
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
+$628K

Top Sells

1
+$6.4M
2
+$1.52M
3
+$1.39M
4
PM icon
Philip Morris
PM
+$636K
5
RIG icon
Transocean
RIG
+$390K

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%
+80
154
$5K ﹤0.01%
+150
155
$5K ﹤0.01%
110
156
$5K ﹤0.01%
+97
157
$5K ﹤0.01%
+28
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%
+564
165
$3K ﹤0.01%
100
166
– –
-860
167
– –
-25
168
– –
-280
169
– –
-140
170
– –
-600
171
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-66
172
– –
-27,385
173
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-436
174
– –
-4,857
175
– –
-3,118
4 5 6
7
8