CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
This Quarter Return
+0.84%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$455M
AUM Growth
+$455M
(+2.6%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
3.7%
Top 10 Holdings %
Top 10 Hldgs %
74.28%
Holding
395
New
54
Increased
69
Reduced
85
Closed
18
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.33% |
| 2 | Industrials | 0.7% |
| 3 | Consumer Discretionary | 0.68% |
| 4 | Consumer Staples | 0.42% |
| 5 | Financials | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$406B
| $263K | 0.06% |
676
-49
| -7% | -$19.1K |
|
52
SPDR S&P 500 ETF Trust
SPY
$656B
| $253K | 0.06% |
432
+2
| +0.5% | +$1.17K |
|
53
iShares Core S&P 500 ETF
IVV
$660B
| $246K | 0.05% |
+418
| New | +$246K |
|
54
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.42B
| $232K | 0.05% |
+3,746
| New | +$232K |
|
55
Church & Dwight Co
CHD
$22.7B
| $230K | 0.05% |
2,200
| – | – |
|
56
Union Pacific
UNP
$132B
| $220K | 0.05% |
966
-13
| -1% | -$2.97K |
|
57
Procter & Gamble
PG
$370B
| $201K | 0.04% |
1,197
+37
| +3% | +$6.2K |
|
58
Spire
SR
$4.42B
| $193K | 0.04% |
2,852
| – | – |
|
59
Amazon
AMZN
$2.41T
| $190K | 0.04% |
864
-760
| -47% | -$167K |
|
60
iShares Morningstar Growth ETF
ILCG
$2.92B
| $149K | 0.03% |
1,659
| – | – |
|
61
Walmart
WMT
$793B
| $148K | 0.03% |
1,641
-43
| -3% | -$3.89K |
|
62
Exxon Mobil
XOM
$477B
| $146K | 0.03% |
1,359
-11
| -0.8% | -$1.18K |
|
63
Meta Platforms (Facebook)
META
$1.85T
| $138K | 0.03% |
236
-11
| -4% | -$6.45K |
|
64
Vanguard Total International Stock ETF
VXUS
$101B
| $131K | 0.03% |
2,228
-5,572
| -71% | -$328K |
|
65
Vanguard Real Estate ETF
VNQ
$34.1B
| $125K | 0.03% |
1,401
-2,272
| -62% | -$202K |
|
66
iShares Bitcoin Trust
IBIT
$83.8B
| $125K | 0.03% |
2,347
+985
| +72% | +$52.3K |
|
67
iShares Russell 1000 ETF
IWB
$43.1B
| $120K | 0.03% |
372
| – | – |
|
68
Morgan Stanley
MS
$237B
| $108K | 0.02% |
857
-28
| -3% | -$3.52K |
|
69
IBM
IBM
$227B
| $94.3K | 0.02% |
429
+3
| +0.7% | +$659 |
|
70
First Trust Dorsey Wright Focus 5 ETF
FV
$3.69B
| $89.7K | 0.02% |
1,519
+1
| +0.1% | +$59 |
|
71
Weyerhaeuser
WY
$17.9B
| $79.6K | 0.02% |
2,829
+17
| +0.6% | +$479 |
|
72
Waste Management
WM
$90.4B
| $78.8K | 0.02% |
390
+376
| +2,686% | +$76K |
|
73
Western Midstream Partners
WES
$14.6B
| $74.9K | 0.02% |
1,948
-210
| -10% | -$8.07K |
|
74
Vanguard Intermediate-Term Bond ETF
BIV
$24B
| $71.5K | 0.02% |
957
+933
| +3,888% | +$69.7K |
|
75
SPDR Gold Trust
GLD
$111B
| $69K | 0.02% |
285
| – | – |
|