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
$326M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.71M
3
+$2.96M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.04M
5
SITM icon
SiTime
SITM
+$716K

Top Sells

1
+$765K
2
+$651K
3
+$594K
4
MO icon
Altria Group
MO
+$369K
5
AVGO icon
Broadcom
AVGO
+$337K

Sector Composition

1 Consumer Staples 6.66%
2 Technology 3.51%
3 Consumer Discretionary 1.85%
4 Communication Services 1.71%
5 Materials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALC icon
226
Alcon
ALC
$39.2B
$2.46K ﹤0.01%
33
ANET icon
227
Arista Networks
ANET
$160B
$2.33K ﹤0.01%
16
GLOB icon
228
Globant
GLOB
$3B
$2.29K ﹤0.01%
40
TXN icon
229
Texas Instruments
TXN
$163B
$2.21K ﹤0.01%
12
-6
AIG icon
230
American International
AIG
$41.1B
$2.2K ﹤0.01%
28
SPGI icon
231
S&P Global
SPGI
$151B
$1.95K ﹤0.01%
4
TMUS icon
232
T-Mobile US
TMUS
$233B
$1.92K ﹤0.01%
8
XLE icon
233
State Street Energy Select Sector SPDR ETF
XLE
$27.6B
$1.79K ﹤0.01%
20
PSLV icon
234
Sprott Physical Silver Trust
PSLV
$11.4B
$1.57K ﹤0.01%
100
-83
ACN icon
235
Accenture
ACN
$165B
$1.48K ﹤0.01%
6
-12
GPN icon
236
Global Payments
GPN
$19.1B
$1.33K ﹤0.01%
16
-14
MGM icon
237
MGM Resorts International
MGM
$9.75B
$1.14K ﹤0.01%
33
VALE icon
238
Vale
VALE
$56.6B
$1.09K ﹤0.01%
100
VOYA icon
239
Voya Financial
VOYA
$6.68B
$1.05K ﹤0.01%
14
EXC icon
240
Exelon
EXC
$45.1B
$990 ﹤0.01%
22
TEAM icon
241
Atlassian
TEAM
$40.8B
$958 ﹤0.01%
6
DIS icon
242
Walt Disney
DIS
$187B
$573 ﹤0.01%
5
CE icon
243
Celanese
CE
$4.61B
$295 ﹤0.01%
7
-7
TTD icon
244
Trade Desk
TTD
$19.2B
$294 ﹤0.01%
6
-6
AL icon
245
Air Lease Corp
AL
$7.16B
– –
-225
AZN icon
246
AstraZeneca
AZN
$282B
– –
-534
CZR icon
247
Caesars Entertainment
CZR
$4.8B
– –
-375
IEP icon
248
Icahn Enterprises
IEP
$4.85B
– –
-420
NUE icon
249
Nucor
NUE
$37.3B
– –
-100
QCOM icon
250
Qualcomm
QCOM
$185B
– –
-39
7 8 9
10
11