CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$2.8M
3
+$1.15M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.08M
5
NFLX icon
Netflix
NFLX
+$948K

Top Sells

1
+$1.17M
2
+$1.06M
3
+$759K
4
GLBE icon
Global E Online
GLBE
+$629K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$479K

Sector Composition

1 Consumer Staples 5.72%
2 Technology 3.19%
3 Communication Services 2.25%
4 Consumer Discretionary 1.47%
5 Energy 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.28T
$1.73M 0.5%
4,679
+139
OEF icon
27
iShares S&P 100 ETF
OEF
$20.7B
$1.52M 0.44%
4,784
QQQ icon
28
Invesco QQQ Trust
QQQ
$496B
$1.48M 0.43%
2,565
IAU icon
29
iShares Gold Trust
IAU
$69.7B
$1.18M 0.34%
13,365
USB icon
30
US Bancorp
USB
$84.8B
$1.17M 0.34%
22,553
-6,001
WES icon
31
Western Midstream Partners
WES
$17.2B
$1.14M 0.33%
+27,702
RIG icon
32
Transocean
RIG
$6.92B
$1.14M 0.33%
171,874
-18,154
EWC icon
33
iShares MSCI Canada ETF
EWC
$5.43B
$1.13M 0.33%
20,666
HEFA icon
34
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.17B
$1.05M 0.31%
24,812
NFLX icon
35
Netflix
NFLX
$351B
$1.04M 0.3%
10,814
+10,754
EEM icon
36
iShares MSCI Emerging Markets ETF
EEM
$31.4B
$930K 0.27%
16,379
NG icon
37
NovaGold Resources
NG
$3.68B
$903K 0.26%
100,570
+604
RSP icon
38
Invesco S&P 500 Equal Weight ETF
RSP
$89.9B
$890K 0.26%
4,639
NEM icon
39
Newmont
NEM
$117B
$843K 0.25%
7,786
ASML icon
40
ASML
ASML
$657B
$802K 0.23%
607
IWM icon
41
iShares Russell 2000 ETF
IWM
$79.7B
$793K 0.23%
3,197
-850
QDF icon
42
FlexShares Quality Dividend Index Fund
QDF
$2.2B
$788K 0.23%
9,967
QDEF icon
43
FlexShares Quality Dividend Defensive Index Fund
QDEF
$550M
$764K 0.22%
9,576
VONG icon
44
Vanguard Russell 1000 Growth ETF
VONG
$45.6B
$734K 0.21%
6,690
+581
VYM icon
45
Vanguard High Dividend Yield ETF
VYM
$79.5B
$711K 0.21%
4,798
TLT icon
46
iShares 20+ Year Treasury Bond ETF
TLT
$43.3B
$667K 0.19%
7,698
+4,503
RH icon
47
RH
RH
$2.95B
$639K 0.19%
4,569
+2,147
FCX icon
48
Freeport-McMoran
FCX
$103B
$612K 0.18%
10,405
BRK.B icon
49
Berkshire Hathaway Class B
BRK.B
$1.02T
$581K 0.17%
1,212
EWZ icon
50
iShares MSCI Brazil ETF
EWZ
$10.2B
$557K 0.16%
14,519
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