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
$148M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.23M
3
+$2.09M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.65M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.27M

Top Sells

1
+$4.6M
2
+$1.98M
3
+$1.97M
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$491K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$468K

Sector Composition

1 Consumer Staples 28.13%
2 Communication Services 1.72%
3 Technology 1.53%
4 Healthcare 1.47%
5 Materials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K 0.01%
+1,120
177
$13K 0.01%
282
-282
178
$12K 0.01%
+415
179
$12K 0.01%
+240
180
$12K 0.01%
+210
181
$12K 0.01%
+81
182
$12K 0.01%
+461
183
$12K 0.01%
+130
184
$11K 0.01%
200
-100
185
$11K 0.01%
+300
186
$9K 0.01%
90
+25
187
$9K 0.01%
+160
188
$9K 0.01%
+460
189
$9K 0.01%
+160
190
$9K 0.01%
1,800
191
$9K 0.01%
1,700
192
$9K 0.01%
+530
193
$8K 0.01%
500
-350
194
$8K 0.01%
+82
195
$8K 0.01%
420
-420
196
$8K 0.01%
+96
197
$7K ﹤0.01%
+219
198
$7K ﹤0.01%
300
+150
199
$7K ﹤0.01%
+53
200
$7K ﹤0.01%
+228
6 7
8
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