CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$2.8M
3
+$1.15M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.08M
5
NFLX icon
Netflix
NFLX
+$948K

Top Sells

1
+$1.17M
2
+$1.06M
3
+$759K
4
GLBE icon
Global E Online
GLBE
+$629K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$479K

Sector Composition

1 Consumer Staples 5.72%
2 Technology 3.19%
3 Communication Services 2.25%
4 Consumer Discretionary 1.47%
5 Energy 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$660B
$64.5M 18.77%
201,060
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$94.4B
$44.1M 12.84%
1,437,761
-7,437
XLG icon
3
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$31.8M 9.24%
582,044
+14,391
IDHQ icon
4
Invesco S&P International Developed Quality ETF
IDHQ
$806M
$29.1M 8.46%
821,923
+1,541
ESGV icon
5
Vanguard ESG US Stock ETF
ESGV
$13.3B
$22.7M 6.61%
202,272
-93
SPGP icon
6
Invesco S&P 500 GARP ETF
SPGP
$2.21B
$13.2M 3.85%
122,786
-4,212
SGOV icon
7
iShares 0-3 Month Treasury Bond ETF
SGOV
$91.5B
$12.4M 3.6%
122,928
+119,296
DFAC icon
8
Dimensional US Core Equity 2 ETF
DFAC
$47B
$11.7M 3.42%
302,298
PM icon
9
Philip Morris
PM
$271B
$11.6M 3.37%
70,094
+67
VOO icon
10
Vanguard S&P 500 ETF
VOO
$981B
$9.27M 2.7%
15,519
+667
IWV icon
11
iShares Russell 3000 ETF
IWV
$19.9B
$7.85M 2.28%
21,171
+2,781
SPHQ icon
12
Invesco S&P 500 Quality ETF
SPHQ
$19B
$7.49M 2.18%
99,671
+2,535
VGK icon
13
Vanguard FTSE Europe ETF
VGK
$30.5B
$5.49M 1.6%
66,596
MO icon
14
Altria Group
MO
$116B
$5.39M 1.57%
81,649
-3,137
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.38T
$4.56M 1.33%
15,859
-100
AMZN icon
16
Amazon
AMZN
$2.76T
$3.42M 0.99%
16,402
+984
NVDA icon
17
NVIDIA
NVDA
$5.4T
$3.04M 0.88%
17,415
+3,243
AAPL icon
18
Apple
AAPL
$4.63T
$3.01M 0.88%
11,856
+999
CLOZ icon
19
Panagram BBB-B CLO ETF
CLOZ
$667M
$2.97M 0.86%
115,781
+19,000
IDMO icon
20
Invesco S&P International Developed Momentum ETF
IDMO
$3.77B
$2.68M 0.78%
+48,873
MDLZ icon
21
Mondelez International
MDLZ
$78.4B
$2.43M 0.71%
42,218
ICLO icon
22
Invesco AAA CLO Floating Rate Note ETF
ICLO
$467M
$2.39M 0.7%
93,809
+19,595
EWJ icon
23
iShares MSCI Japan ETF
EWJ
$21.6B
$2.21M 0.64%
26,231
GARP
24
iShares MSCI USA Quality GARP ETF
GARP
$2.52B
$2.04M 0.59%
31,929
+7,521
META icon
25
Meta Platforms (Facebook)
META
$1.52T
$1.86M 0.54%
3,256
+1,130
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