CMA

Cedar Mountain Advisors Portfolio holdings

AUM $514M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$4.98M
3
+$1.18M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.02M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1M

Top Sells

1
+$3.84M
2
+$3.29M
3
+$2.15M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$943K

Sector Composition

1 Technology 2.7%
2 Industrials 0.73%
3 Consumer Discretionary 0.71%
4 Financials 0.46%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
76
Visa
V
$636B
$108K 0.02%
315
+153
T icon
77
AT&T
T
$181B
$106K 0.02%
3,757
+1,222
AVGO icon
78
Broadcom
AVGO
$1.8T
$106K 0.02%
320
+149
IBM icon
79
IBM
IBM
$282B
$102K 0.02%
360
+28
JPM icon
80
JPMorgan Chase
JPM
$838B
$101K 0.02%
321
+103
VYM icon
81
Vanguard High Dividend Yield ETF
VYM
$67.4B
$99.7K 0.02%
+707
INTC icon
82
Intel
INTC
$207B
$98.3K 0.02%
2,931
-450
VXUS icon
83
Vanguard Total International Stock ETF
VXUS
$111B
$94.5K 0.02%
1,286
-645
FV icon
84
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$94.5K 0.02%
1,526
+3
WM icon
85
Waste Management
WM
$86.4B
$93.4K 0.02%
423
+30
JEPQ icon
86
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.7B
$91.6K 0.02%
1,593
-130
GE icon
87
GE Aerospace
GE
$305B
$90.7K 0.02%
302
-11
GOOG icon
88
Alphabet (Google) Class C
GOOG
$3.81T
$90.1K 0.02%
370
+39
WES icon
89
Western Midstream Partners
WES
$15.8B
$81.9K 0.02%
2,084
+48
USB icon
90
US Bancorp
USB
$77.2B
$80K 0.02%
1,655
+641
BIV icon
91
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$76.5K 0.01%
+979
PLTR icon
92
Palantir
PLTR
$407B
$76.1K 0.01%
417
+17
ABBV icon
93
AbbVie
ABBV
$397B
$73.4K 0.01%
317
+72
WY icon
94
Weyerhaeuser
WY
$15.8B
$71.6K 0.01%
2,889
+22
RTX icon
95
RTX Corp
RTX
$226B
$71.2K 0.01%
426
+76
CW icon
96
Curtiss-Wright
CW
$20.2B
$69.5K 0.01%
128
JNJ icon
97
Johnson & Johnson
JNJ
$495B
$68.4K 0.01%
369
+139
BLK icon
98
Blackrock
BLK
$161B
$65K 0.01%
56
+5
CVX icon
99
Chevron
CVX
$300B
$62.8K 0.01%
405
+190
MMM icon
100
3M
MMM
$91.1B
$62.7K 0.01%
404
2 3
4
5 6