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
201
$7K ﹤0.01%
300
+150
202
$7K ﹤0.01%
+219
203
$7K ﹤0.01%
56
-56
204
$6K ﹤0.01%
271
205
$6K ﹤0.01%
+130
206
$6K ﹤0.01%
1,201
207
$5K ﹤0.01%
+26
208
$5K ﹤0.01%
200
209
$5K ﹤0.01%
+30
210
$5K ﹤0.01%
85
+5
211
$5K ﹤0.01%
+700
212
$5K ﹤0.01%
+1,700
213
$5K ﹤0.01%
72
-4,375
214
$4K ﹤0.01%
112
-112
215
$4K ﹤0.01%
40
216
$4K ﹤0.01%
+34
217
$3K ﹤0.01%
350
-200
218
$3K ﹤0.01%
+64
219
$3K ﹤0.01%
+68
220
$2K ﹤0.01%
28
-28
221
$2K ﹤0.01%
280
-280
222
$1K ﹤0.01%
14
-14
223
$1K ﹤0.01%
282
-282
224
$1K ﹤0.01%
12
-11
225
– –
-75
6 7 8
9
10