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
AVGO icon
51
Broadcom
AVGO
$2.28T
$557K 0.16%
1,800
F icon
52
Ford
F
$64.4B
$554K 0.16%
47,978
B
53
Barrick Mining
B
$72.4B
$540K 0.16%
13,240
EWA icon
54
iShares MSCI Australia ETF
EWA
$1.47B
$529K 0.15%
19,067
WYFI
55
WhiteFiber Inc
WYFI
$1.16B
$482K 0.14%
+40,444
WDS icon
56
Woodside Energy
WDS
$42.8B
$465K 0.14%
19,481
-5,987
SDRL icon
57
Seadrill
SDRL
$2.96B
$446K 0.13%
9,800
-5,580
LLY icon
58
Eli Lilly
LLY
$949B
$436K 0.13%
474
TWLO icon
59
Twilio
TWLO
$34.8B
$410K 0.12%
3,260
POET icon
60
POET Technologies
POET
$2.39B
$395K 0.12%
66,555
XLV icon
61
State Street Health Care Select Sector SPDR ETF
XLV
$37.5B
$388K 0.11%
2,647
XMAG
62
Defiance Large Cap ex-Mag 7 ETF
XMAG
$145M
$387K 0.11%
+17,429
IWF icon
63
iShares Russell 1000 Growth ETF
IWF
$133B
$355K 0.1%
3,328
V icon
64
Visa
V
$603B
$347K 0.1%
1,149
NE icon
65
Noble Corp
NE
$7.52B
$335K 0.1%
6,830
-1,205
VGSH icon
66
Vanguard Short-Term Treasury ETF
VGSH
$29B
$322K 0.09%
5,509
-2,212
SPYM
67
State Street SPDR Portfolio S&P 500 ETF
SPYM
$148B
$314K 0.09%
4,098
+1,067
ALB icon
68
Albemarle
ALB
$20.3B
$300K 0.09%
1,669
CVX icon
69
Chevron
CVX
$374B
$294K 0.09%
1,421
-682
GLD icon
70
SPDR Gold Trust
GLD
$149B
$290K 0.08%
673
-22
MU icon
71
Micron Technology
MU
$1.2T
$289K 0.08%
855
DVY icon
72
iShares Select Dividend ETF
DVY
$22.5B
$279K 0.08%
1,840
DGRO icon
73
iShares Core Dividend Growth ETF
DGRO
$40.7B
$276K 0.08%
3,934
NLY icon
74
Annaly Capital Management
NLY
$15.6B
$260K 0.08%
12,307
+4,000
MPLX icon
75
MPLX
MPLX
$56.5B
$259K 0.08%
4,546
+1,703
1 2
3
4 5