CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.09M
3
+$983K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$745K
5
POET icon
POET Technologies
POET
+$422K

Top Sells

1
+$1.09M
2
+$747K
3
+$710K
4
MDLZ icon
Mondelez International
MDLZ
+$399K
5
PRGO icon
Perrigo
PRGO
+$367K

Sector Composition

1 Consumer Staples 5.66%
2 Technology 3.81%
3 Communication Services 2.04%
4 Consumer Discretionary 1.78%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCX icon
51
Freeport-McMoran
FCX
$101B
$528K 0.16%
10,405
LLY icon
52
Eli Lilly
LLY
$828B
$509K 0.15%
474
+211
EWA icon
53
iShares MSCI Australia ETF
EWA
$1.46B
$499K 0.15%
19,067
TWLO icon
54
Twilio
TWLO
$21.2B
$464K 0.14%
3,260
-67
EWZ icon
55
iShares MSCI Brazil ETF
EWZ
$10.6B
$461K 0.14%
14,519
VGSH icon
56
Vanguard Short-Term Treasury ETF
VGSH
$29B
$453K 0.14%
7,721
+45
RH icon
57
RH
RH
$2.66B
$434K 0.13%
2,422
-153
POET icon
58
POET Technologies
POET
$1.11B
$421K 0.13%
+66,555
XLV icon
59
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$410K 0.12%
2,647
V icon
60
Visa
V
$610B
$403K 0.12%
1,149
WDS icon
61
Woodside Energy
WDS
$42.6B
$397K 0.12%
25,468
-455
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$125B
$394K 0.12%
832
SGOV icon
63
iShares 0-3 Month Treasury Bond ETF
SGOV
$85.9B
$365K 0.11%
3,632
ONTO icon
64
Onto Innovation
ONTO
$14.5B
$359K 0.11%
+2,277
CVX icon
65
Chevron
CVX
$366B
$321K 0.1%
2,103
EGO icon
66
Eldorado Gold
EGO
$6.84B
$291K 0.09%
8,100
T icon
67
AT&T
T
$185B
$291K 0.09%
11,708
-187
TLT icon
68
iShares 20+ Year Treasury Bond ETF
TLT
$42.3B
$278K 0.08%
3,195
GLD icon
69
SPDR Gold Trust
GLD
$164B
$275K 0.08%
695
-120
DGRO icon
70
iShares Core Dividend Growth ETF
DGRO
$39.3B
$273K 0.08%
3,934
CPRI icon
71
Capri Holdings
CPRI
$2.49B
$272K 0.08%
11,129
-2,963
VAL icon
72
Valaris
VAL
$6.13B
$268K 0.08%
5,308
+17
DVY icon
73
iShares Select Dividend ETF
DVY
$22.6B
$260K 0.08%
1,840
VGT icon
74
Vanguard Information Technology ETF
VGT
$121B
$251K 0.08%
333
MU icon
75
Micron Technology
MU
$513B
$244K 0.07%
855
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