CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Return 16.84%
This Quarter Return
-3.47%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$247M
AUM Growth
-$318K
Cap. Flow
+$7.96M
Cap. Flow %
3.22%
Top 10 Hldgs %
53.87%
Holding
391
New
22
Increased
70
Reduced
77
Closed
14

Top Buys

1
ESGV icon
Vanguard ESG US Stock ETF
ESGV
$8.45M
2
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
$3.87M
3
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
$2.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
$2.06M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
$904K

Top Sells

1
VXUS icon
Vanguard Total International Stock ETF
VXUS
$1.12M
2
MBB icon
iShares MBS ETF
MBB
$976K
3
XOM icon
Exxon Mobil
XOM
$969K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
$941K
5
AAPL icon
Apple
AAPL
$883K

Sector Composition

1 Consumer Staples 13.15%
2 Consumer Discretionary 3.73%
3 Technology 2.59%
4 Financials 2.41%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
KLAC icon
276
KLA
KLAC
$115B
$14K 0.01%
39
– –
SYY icon
277
Sysco
SYY
$39.5B
$14K 0.01%
167
– –
XPH icon
278
SPDR S&P Pharmaceuticals ETF
XPH
$187M
$14K 0.01%
300
– –
DD icon
279
DuPont de Nemours
DD
$32.3B
$13K 0.01%
171
– –
BCE icon
280
BCE
BCE
$22.8B
$12K ﹤0.01%
+212
New +$12K
HYLB icon
281
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.88B
$12K ﹤0.01%
328
-63
-16% -$2.31K
SHEL icon
282
Shell
SHEL
$210B
$12K ﹤0.01%
+216
New +$12K
TWLO icon
283
Twilio
TWLO
$16.3B
$12K ﹤0.01%
75
+2
+3% +$320
USHY icon
284
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
$12K ﹤0.01%
319
– –
WFC icon
285
Wells Fargo
WFC
$262B
$12K ﹤0.01%
250
– –
HYS icon
286
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.44B
$11K ﹤0.01%
119
-22
-16% -$2.03K
SCHH icon
287
Schwab US REIT ETF
SCHH
$8.29B
$11K ﹤0.01%
440
– –
VCSH icon
288
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$11K ﹤0.01%
145
-12,408
-99% -$941K
AMP icon
289
Ameriprise Financial
AMP
$48.3B
$10K ﹤0.01%
33
– –
DOW icon
290
Dow Inc
DOW
$16.9B
$10K ﹤0.01%
163
– –
GLOB icon
291
Globant
GLOB
$2.75B
$10K ﹤0.01%
40
– –
NSC icon
292
Norfolk Southern
NSC
$62.8B
$10K ﹤0.01%
36
– –
VT icon
293
Vanguard Total World Stock ETF
VT
$51.8B
$10K ﹤0.01%
100
– –
AMT icon
294
American Tower
AMT
$91.4B
$9K ﹤0.01%
36
– –
RTX icon
295
RTX Corp
RTX
$212B
$9K ﹤0.01%
87
+43
+98% +$4.45K
SCHW icon
296
Charles Schwab
SCHW
$177B
$9K ﹤0.01%
112
– –
ZS icon
297
Zscaler
ZS
$41.8B
$9K ﹤0.01%
+36
New +$9K
ACN icon
298
Accenture
ACN
$158B
$8K ﹤0.01%
24
– –
CVS icon
299
CVS Health
CVS
$93.5B
$8K ﹤0.01%
76
– –
OUST icon
300
Ouster
OUST
$1.64B
$8K ﹤0.01%
170
– –
10 11
12
13 14