CWM
Cedar Wealth Management Portfolio holdings
AUM
$334M
1-Year Est. Return
20.43%
This Fund
S&P 500
1 Year Est. Return
+20.43%
AUM
$326M
AUM Growth
+$31.1M
(+11%)
Holding
254
Top Buys
| 1 | +$4.37M | |
| 2 | +$3.53M | |
| 3 | +$2.85M | |
| 4 |
Invesco S&P International Developed Quality ETF
IDHQ
|
+$1.02M |
| 5 |
GARP
iShares MSCI USA Quality GARP ETF
GARP
|
+$612K |
Top Sells
| 1 | +$635K | |
| 2 | +$617K | |
| 3 | +$532K | |
| 4 |
Altria Group
MO
|
+$354K |
| 5 |
Broadcom
AVGO
|
+$313K |
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 | |
|---|---|---|---|---|---|---|
251
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16B
| – | – |
-429
|
|
||
252
Constellation Brands
STZ
$26B
| – | – |
-10
|
|
||
253
Skyworks Solutions
SWKS
$8.13B
| – | – |
-14
|
|
||
254
TransDigm Group
TDG
$65.2B
| – | – |
-7
|
|