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 | |
|---|---|---|---|---|---|---|
301
Moody's
MCO
$91.4B
| $3.14K | ﹤0.01% |
+8
| New | +$3.14K |
|
302
HDFC Bank
HDB
$182B
| $3.13K | ﹤0.01% |
+56
| New | +$3.13K |
|
303
Synchrony
SYF
$28.4B
| $2.93K | ﹤0.01% |
68
| – | – |
|
304
DexCom
DXCM
$29.5B
| $2.91K | ﹤0.01% |
+21
| New | +$2.91K |
|
305
Constellation Brands
STZ
$28.5B
| $2.72K | ﹤0.01% |
10
| – | – |
|
306
Monolithic Power Systems
MPWR
$40B
| $2.71K | ﹤0.01% |
+4
| New | +$2.71K |
|
307
Snowflake
SNOW
$79.6B
| $2.59K | ﹤0.01% |
+16
| New | +$2.59K |
|
308
Tesla
TSLA
$1.08T
| $2.46K | ﹤0.01% |
+14
| New | +$2.46K |
|
309
Netflix
NFLX
$513B
| $2.43K | ﹤0.01% |
+4
| New | +$2.43K |
|
310
Celanese
CE
$5.22B
| $2.41K | ﹤0.01% |
14
| – | – |
|
311
MSCI
MSCI
$43.9B
| $2.24K | ﹤0.01% |
+4
| New | +$2.24K |
|
312
American International
AIG
$45.1B
| $2.19K | ﹤0.01% |
28
| – | – |
|
313
Analog Devices
ADI
$124B
| $2.18K | ﹤0.01% |
+11
| New | +$2.18K |
|
314
British American Tobacco
BTI
$124B
| $2.14K | ﹤0.01% |
+70
| New | +$2.14K |
|
315
STMicroelectronics
STM
$24.1B
| $1.99K | ﹤0.01% |
+46
| New | +$1.99K |
|
316
CrowdStrike
CRWD
$106B
| $1.92K | ﹤0.01% |
6
| – | – |
|
317
Genmab
GMAB
$15.3B
| $1.91K | ﹤0.01% |
+64
| New | +$1.91K |
|
318
S&P Global
SPGI
$167B
| $1.7K | ﹤0.01% |
4
| – | – |
|
319
Constellation Energy
CEG
$96.2B
| $1.66K | ﹤0.01% |
9
| – | – |
|
|
PXD
320
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.58K | ﹤0.01% |
6
| – | – |
|
321
MGM Resorts International
MGM
$10.8B
| $1.56K | ﹤0.01% |
33
| – | – |
|
322
Sprott Physical Silver Trust
PSLV
$7.48B
| $1.52K | ﹤0.01% |
183
| – | – |
|
323
AB InBev
BUD
$122B
| $1.46K | ﹤0.01% |
+24
| New | +$1.46K |
|
324
RELX
RELX
$85.3B
| $1.43K | ﹤0.01% |
+33
| New | +$1.43K |
|
325
T-Mobile US
TMUS
$284B
| $1.31K | ﹤0.01% |
8
| – | – |
|