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
176
-200
177
-900