CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$738K
3
+$636K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$566K
5
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$562K

Top Sells

1
+$9.92M
2
+$1.49M
3
+$1.07M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$549K
5
BABA icon
Alibaba
BABA
+$522K

Sector Composition

1 Consumer Staples 8.06%
2 Technology 3.18%
3 Consumer Discretionary 1.96%
4 Communication Services 1.51%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRGO icon
51
Perrigo
PRGO
$1.9B
$440K 0.15%
16,470
-5,496
EWZ icon
52
iShares MSCI Brazil ETF
EWZ
$6.13B
$419K 0.14%
+14,519
TWLO icon
53
Twilio
TWLO
$19B
$414K 0.14%
3,327
SDRL icon
54
Seadrill
SDRL
$1.88B
$404K 0.14%
15,380
+4,697
WDS icon
55
Woodside Energy
WDS
$33B
$400K 0.14%
25,923
V icon
56
Visa
V
$637B
$377K 0.13%
1,061
HIMS icon
57
Hims & Hers Health
HIMS
$8.42B
$371K 0.13%
+7,446
XLV icon
58
Health Care Select Sector SPDR Fund
XLV
$37.4B
$357K 0.12%
2,647
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$123B
$353K 0.12%
832
T icon
60
AT&T
T
$181B
$344K 0.12%
11,895
NEM icon
61
Newmont
NEM
$95.8B
$297K 0.1%
5,098
-25,589
ARDC
62
Are Dynamic Credit Allocation Fund
ARDC
$332M
$287K 0.1%
20,166
-4,961
CVX icon
63
Chevron
CVX
$315B
$283K 0.1%
1,973
+28
TLT icon
64
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$282K 0.1%
3,193
+267
ADBE icon
65
Adobe
ADBE
$139B
$280K 0.09%
724
-851
NLY icon
66
Annaly Capital Management
NLY
$14.8B
$277K 0.09%
14,715
B
67
Barrick Mining
B
$62.5B
$276K 0.09%
13,240
-51,499
DVY icon
68
iShares Select Dividend ETF
DVY
$20.7B
$258K 0.09%
1,944
EGO icon
69
Eldorado Gold
EGO
$5.61B
$256K 0.09%
12,600
-5,400
NOW icon
70
ServiceNow
NOW
$176B
$256K 0.09%
249
DGRO icon
71
iShares Core Dividend Growth ETF
DGRO
$35.6B
$252K 0.09%
3,934
CPRI icon
72
Capri Holdings
CPRI
$2.59B
$249K 0.08%
14,092
GLD icon
73
SPDR Gold Trust
GLD
$131B
$248K 0.08%
815
-622
SBUX icon
74
Starbucks
SBUX
$96.4B
$234K 0.08%
2,556
XT icon
75
iShares Future Exponential Technologies ETF
XT
$3.77B
$225K 0.08%
3,445
1 2
3
4 5