CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.09M
3
+$983K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$745K
5
POET icon
POET Technologies
POET
+$422K

Top Sells

1
+$1.09M
2
+$747K
3
+$710K
4
MDLZ icon
Mondelez International
MDLZ
+$399K
5
PRGO icon
Perrigo
PRGO
+$367K

Sector Composition

1 Consumer Staples 5.66%
2 Technology 3.81%
3 Communication Services 2.04%
4 Consumer Discretionary 1.78%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGM icon
226
MGM Resorts International
MGM
$9.87B
$1.2K ﹤0.01%
33
VOYA icon
227
Voya Financial
VOYA
$6.88B
$1.04K ﹤0.01%
14
EXC icon
228
Exelon
EXC
$48.1B
$959 ﹤0.01%
22
TEAM icon
229
Atlassian
TEAM
$17.7B
$649 ﹤0.01%
4
-2
DIS icon
230
Walt Disney
DIS
$188B
$569 ﹤0.01%
5
CE icon
231
Celanese
CE
$6.94B
$296 ﹤0.01%
7
TTD icon
232
Trade Desk
TTD
$10.6B
$228 ﹤0.01%
6
SOLS
233
Solstice Advanced Materials
SOLS
$12.9B
$97 ﹤0.01%
+2
IJH icon
234
iShares Core S&P Mid-Cap ETF
IJH
$115B
– –
-262
MCD icon
235
McDonald's
MCD
$221B
– –
-22
MSTR icon
236
Strategy Inc
MSTR
$57.7B
– –
-345
PRGO icon
237
Perrigo
PRGO
$1.62B
– –
-16,470
PRU icon
238
Prudential Financial
PRU
$35.4B
– –
-51
RTX icon
239
RTX Corp
RTX
$264B
– –
-52
SMCI icon
240
Super Micro Computer
SMCI
$17.1B
– –
-195
SQQQ icon
241
ProShares UltraPro Short QQQ
SQQQ
$2.22B
– –
-2,000
A icon
242
Agilent Technologies
A
$34.4B
– –
-225
ACHR icon
243
Archer Aviation
ACHR
$4.58B
– –
-900
BMY icon
244
Bristol-Myers Squibb
BMY
$123B
– –
-71
CELH icon
245
Celsius Holdings
CELH
$9.06B
– –
-207
COIN icon
246
Coinbase
COIN
$54.5B
– –
-58
ELF icon
247
e.l.f. Beauty
ELF
$3.95B
– –
-135
FBTC icon
248
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.2B
– –
-616
FDUS icon
249
Fidus Investment
FDUS
$718M
– –
-992
FUBO icon
250
FuboTV Inc
FUBO
$386M
– –
-142
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