CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+10.1%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$203M
AUM Growth
+$203M
(+0.66%)
Cap. Flow
-$17.3M
Cap. Flow
% of AUM
-8.55%
Top 10 Holdings %
Top 10 Hldgs %
64.81%
Holding
347
New
8
Increased
33
Reduced
73
Closed
46
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$12.8M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$6.57M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.23M |
| 4 |
iShares Russell 3000 ETF
IWV
|
$1.19M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.16M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 18.13% |
| 2 | Consumer Discretionary | 2.56% |
| 3 | Technology | 2.4% |
| 4 | Healthcare | 1.98% |
| 5 | Financials | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Newmont
NEM
$82.8B
| $287K | 0.14% |
6,086
| – | – |
|
77
Deckers Outdoor
DECK
$18.3B
| $280K | 0.14% |
701
| – | – |
|
78
Realty Income
O
$53B
| $273K | 0.13% |
4,300
| – | – |
|
79
iShares Russell 1000 Growth ETF
IWF
$117B
| $271K | 0.13% |
1,266
-31
| -2% | -$6.64K |
|
80
iShares Select Dividend ETF
DVY
$20.6B
| $265K | 0.13% |
2,201
| – | – |
|
81
Meta Platforms (Facebook)
META
$1.85T
| $257K | 0.13% |
2,138
| – | – |
|
82
Starbucks
SBUX
$99.2B
| $254K | 0.13% |
2,556
| – | – |
|
83
Capri Holdings
CPRI
$2.51B
| $247K | 0.12% |
4,307
-4,322
| -50% | -$248K |
|
84
FirstEnergy
FE
$25.1B
| $243K | 0.12% |
5,800
| – | – |
|
85
iShares Short Treasury Bond ETF
SHV
$20.7B
| $242K | 0.12% |
2,200
+1,800
| +450% | +$198K |
|
86
Vanguard Dividend Appreciation ETF
VIG
$95.1B
| $237K | 0.12% |
1,564
-646
| -29% | -$98.1K |
|
87
AbbVie
ABBV
$374B
| $236K | 0.12% |
1,458
-108
| -7% | -$17.5K |
|
88
Kraft Heinz
KHC
$31.9B
| $227K | 0.11% |
5,572
-2,938
| -35% | -$120K |
|
89
Pinduoduo
PDD
$177B
| $223K | 0.11% |
2,731
| – | – |
|
90
Prologis
PLD
$103B
| $214K | 0.11% |
1,894
| – | – |
|
91
Genuine Parts
GPC
$19B
| $208K | 0.1% |
1,200
| – | – |
|
92
JPMorgan International Growth ETF
JIG
$143M
| $197K | 0.1% |
3,743
-5,827
| -61% | -$306K |
|
93
Salesforce
CRM
$245B
| $195K | 0.1% |
1,474
| – | – |
|
94
iShares Core S&P 500 ETF
IVV
$660B
| $175K | 0.09% |
455
+146
| +47% | +$56.1K |
|
95
Eldorado Gold
EGO
$5.18B
| $174K | 0.09% |
20,855
| – | – |
|
96
Nike
NKE
$110B
| $166K | 0.08% |
1,416
| – | – |
|
97
Adobe
ADBE
$148B
| $166K | 0.08% |
492
| – | – |
|
98
Exxon Mobil
XOM
$477B
| $158K | 0.08% |
1,434
| – | – |
|
99
DraftKings
DKNG
$23.7B
| $148K | 0.07% |
+13,035
| New | +$148K |
|
100
ProShares UltraPro QQQ
TQQQ
$26B
| $146K | 0.07% |
+8,431
| New | +$146K |
|