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
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4 5 6 7
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