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
SPYM
76
State Street SPDR Portfolio S&P 500 ETF
SPYM
$134B
$243K 0.07%
3,031
+2,753
XT icon
77
iShares Future Exponential Technologies ETF
XT
$3.77B
$240K 0.07%
3,445
ALB icon
78
Albemarle
ALB
$23.3B
$236K 0.07%
1,669
+545
ADBE icon
79
Adobe
ADBE
$98.8B
$230K 0.07%
658
CFR icon
80
Cullen/Frost Bankers
CFR
$9.02B
$228K 0.07%
+1,800
NE icon
81
Noble Corp
NE
$7.46B
$227K 0.07%
8,035
JPM icon
82
JPMorgan Chase
JPM
$831B
$223K 0.07%
692
+641
SBUX icon
83
Starbucks
SBUX
$114B
$215K 0.06%
2,556
AMD icon
84
Advanced Micro Devices
AMD
$454B
$200K 0.06%
936
+34
VIGI icon
85
Vanguard International Dividend Appreciation ETF
VIGI
$8.93B
$198K 0.06%
2,168
NOW icon
86
ServiceNow
NOW
$100B
$191K 0.06%
1,245
NLY icon
87
Annaly Capital Management
NLY
$16.4B
$186K 0.06%
8,307
-6,408
MSOS icon
88
AdvisorShares Pure US Cannabis ETF
MSOS
$814M
$162K 0.05%
34,359
-2,273
OXY icon
89
Occidental Petroleum
OXY
$53.3B
$158K 0.05%
3,848
-6,726
SPY icon
90
State Street SPDR S&P 500 ETF Trust
SPY
$720B
$155K 0.05%
227
DFAX icon
91
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$154K 0.05%
4,709
AMPL icon
92
Amplitude
AMPL
$933M
$153K 0.05%
13,204
-24,211
MPLX icon
93
MPLX
MPLX
$56.7B
$152K 0.05%
2,843
STKL
94
SunOpta
STKL
$766M
$147K 0.04%
38,604
LDUR icon
95
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.35B
$140K 0.04%
1,464
-704
ACWI icon
96
iShares MSCI ACWI ETF
ACWI
$31B
$137K 0.04%
965
COST icon
97
Costco
COST
$444B
$134K 0.04%
155
HTGC icon
98
Hercules Capital
HTGC
$2.93B
$123K 0.04%
6,559
-2,400
PFE icon
99
Pfizer
PFE
$157B
$122K 0.04%
4,919
CRON
100
Cronos Group
CRON
$1.02B
$99.8K 0.03%
37,935
2 3
4
5 6