CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+7.14%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$304M
AUM Growth
+$304M
(+11%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
3.58%
Top 10 Holdings %
Top 10 Hldgs %
65.14%
Holding
364
New
82
Increased
104
Reduced
53
Closed
19
Top Buys
| 1 |
Invesco S&P 500 GARP ETF
SPGP
|
$3.09M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$2.52M |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
$1.27M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.05M |
| 5 |
Invesco S&P International Developed Quality ETF
IDHQ
|
$813K |
Top Sells
| 1 |
Altria Group
MO
|
$1.63M |
| 2 |
Philip Morris
PM
|
$635K |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$540K |
| 4 |
Hershey
HSY
|
$357K |
| 5 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$345K |
Sector Composition
| 1 | Consumer Staples | 9.24% |
| 2 | Technology | 3% |
| 3 | Financials | 2.26% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Communication Services | 1.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
VanEck Gold Miners ETF
GDX
$19B
| $16.9K | 0.01% |
535
| – | – |
|
227
Illinois Tool Works
ITW
$77.1B
| $16.9K | 0.01% |
63
+48
| +320% | +$12.9K |
|
228
Abbott
ABT
$231B
| $16.8K | 0.01% |
148
| – | – |
|
229
Mercado Libre
MELI
$125B
| $16.6K | 0.01% |
11
+1
| +10% | +$1.51K |
|
230
Caesars Entertainment
CZR
$5.57B
| $16.4K | 0.01% |
375
| – | – |
|
231
Materials Select Sector SPDR Fund
XLB
$5.53B
| $16.3K | 0.01% |
175
| – | – |
|
232
TSMC
TSM
$1.2T
| $16.2K | 0.01% |
119
+49
| +70% | +$6.67K |
|
233
iShares Core S&P 500 ETF
IVV
$662B
| $15.8K | 0.01% |
30
-2
| -6% | -$1.05K |
|
234
KKR & Co
KKR
$124B
| $15.7K | 0.01% |
+156
| New | +$15.7K |
|
235
Intuit
INTU
$186B
| $15.6K | 0.01% |
24
| – | – |
|
236
Lowe's Companies
LOW
$145B
| $14.8K | ﹤0.01% |
+58
| New | +$14.8K |
|
237
Yum! Brands
YUM
$40.8B
| $14.7K | ﹤0.01% |
106
| – | – |
|
238
Marsh & McLennan
MMC
$101B
| $14.6K | ﹤0.01% |
+71
| New | +$14.6K |
|
239
Tradr TSLA Bear Daily ETF
TSLQ
$400M
| $14.5K | ﹤0.01% |
379
| – | – |
|
240
Sysco
SYY
$38.5B
| $13.6K | ﹤0.01% |
167
| – | – |
|
241
Rumble
RUM
$2.47B
| $13.3K | ﹤0.01% |
+1,650
| New | +$13.3K |
|
242
Ametek
AME
$42.7B
| $13.2K | ﹤0.01% |
72
| – | – |
|
243
DocuSign
DOCU
$15.5B
| $12.7K | ﹤0.01% |
214
| – | – |
|
244
Nasdaq
NDAQ
$54.4B
| $12.7K | ﹤0.01% |
+201
| New | +$12.7K |
|
245
Novo Nordisk
NVO
$251B
| $12.6K | ﹤0.01% |
+98
| New | +$12.6K |
|
246
Northrop Grumman
NOC
$84.5B
| $12.4K | ﹤0.01% |
+26
| New | +$12.4K |
|
247
Incyte
INCY
$16.5B
| $12K | ﹤0.01% |
+210
| New | +$12K |
|
248
Air Lease Corp
AL
$6.73B
| $11.6K | ﹤0.01% |
225
| – | – |
|
249
Citigroup
C
$178B
| $11.5K | ﹤0.01% |
+182
| New | +$11.5K |
|
250
3M
MMM
$82.8B
| $11.5K | ﹤0.01% |
108
-59
| -35% | -$6.26K |
|