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 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
PAYX icon
126
Paychex
PAYX
$39.9B
$42K 0.01%
331
+2
SCHW icon
127
Charles Schwab
SCHW
$164B
$40.6K 0.01%
425
+28
WCN icon
128
Waste Connections
WCN
$44.4B
$40.1K 0.01%
228
TDY icon
129
Teledyne Technologies
TDY
$23.3B
$39.9K 0.01%
68
COF icon
130
Capital One
COF
$142B
$39.8K 0.01%
187
+16
TRV icon
131
Travelers Companies
TRV
$64.4B
$39.1K 0.01%
140
+24
BROS icon
132
Dutch Bros
BROS
$7.49B
$38.8K 0.01%
741
PEP icon
133
PepsiCo
PEP
$203B
$38.6K 0.01%
275
+26
M icon
134
Macy's
M
$6.1B
$38.3K 0.01%
2,133
+31
BAC icon
135
Bank of America
BAC
$388B
$37.1K 0.01%
719
+362
PANW icon
136
Palo Alto Networks
PANW
$132B
$36.4K 0.01%
179
+18
EFG icon
137
iShares MSCI EAFE Growth ETF
EFG
$9.4B
$36.1K 0.01%
317
+106
GRMN icon
138
Garmin
GRMN
$37.9B
$36.1K 0.01%
147
+1
AEP icon
139
American Electric Power
AEP
$63.7B
$35.6K 0.01%
316
+46
KLAC icon
140
KLA
KLAC
$156B
$34.5K 0.01%
32
+7
ABT icon
141
Abbott
ABT
$220B
$34.4K 0.01%
257
+55
VNQ icon
142
Vanguard Real Estate ETF
VNQ
$34B
$33.2K 0.01%
363
-1,033
HON icon
143
Honeywell
HON
$123B
$32.8K 0.01%
156
+84
URI icon
144
United Rentals
URI
$51B
$32.5K 0.01%
+34
CSCO icon
145
Cisco
CSCO
$304B
$32K 0.01%
468
+251
SILA
146
Sila Realty Trust
SILA
$1.29B
$31.4K 0.01%
1,250
EFV icon
147
iShares MSCI EAFE Value ETF
EFV
$27.2B
$30.9K 0.01%
456
COP icon
148
ConocoPhillips
COP
$110B
$29.9K 0.01%
316
+116
WFC icon
149
Wells Fargo
WFC
$271B
$29.6K 0.01%
353
+68
ETH
150
Grayscale Ethereum Mini Trust ETF
ETH
$2.2B
$29.4K 0.01%
+750