CWM
Cedar Wealth Management Portfolio holdings
AUM
$344M
1-Year Est. Return
18.78%
This Fund
S&P 500
1 Year Est. Return
+18.78%
AUM
$344M
AUM Growth
+$9.23M
(+2.8%)
Holding
237
Top Buys
| 1 | +$12M | |
| 2 | +$2.8M | |
| 3 | +$1.15M | |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$1.08M |
| 5 |
Netflix
NFLX
|
+$948K |
Top Sells
| 1 | +$1.17M | |
| 2 | +$1.06M | |
| 3 | +$759K | |
| 4 |
Global E Online
GLBE
|
+$629K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
226
Texas Instruments
TXN
$280B
| – | – |
-12
|
|
||
227
Ulta Beauty
ULTA
$21.6B
| – | – |
-11
|
|
||
228
UnitedHealth
UNH
$343B
| – | – |
-17
|
|
||
229
United Parcel Service
UPS
$92.6B
| – | – |
-31
|
|
||
230
Vale
VALE
$71.7B
| – | – |
-100
|
|
||
231
Vanguard FTSE Developed Markets ETF
VEA
$232B
| – | – |
-318
|
|
||
232
Vanguard International Dividend Appreciation ETF
VIGI
$8.94B
| – | – |
-2,168
|
|
||
233
Valero Energy
VLO
$76.7B
| – | – |
-21
|
|
||
234
Voya Financial
VOYA
$7.48B
| – | – |
-14
|
|
||
235
Vertiv
VRT
$128B
| – | – |
-364
|
|
||
236
Vistra
VST
$53.3B
| – | – |
-37
|
|
||
237
Vanguard Value ETF
VTV
$179B
| – | – |
-198
|
|