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 | +$3.71M | |
| 3 | +$2.96M | |
| 4 |
Invesco S&P International Developed Quality ETF
IDHQ
|
+$1.04M |
| 5 |
SiTime
SITM
|
+$716K |
Top Sells
| 1 | +$765K | |
| 2 | +$651K | |
| 3 | +$594K | |
| 4 |
Altria Group
MO
|
+$369K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
Icahn Enterprises
IEP
$4.92B
| – | – |
-420
|
|
||
252
Caesars Entertainment
CZR
$4.28B
| – | – |
-375
|
|
||
253
AstraZeneca
AZN
$299B
| – | – |
-534
|
|
||
254
Air Lease Corp
AL
$7.23B
| – | – |
-225
|
|