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
MRK icon
101
Merck
MRK
$294B
$98.4K 0.03%
935
-239
HIMS icon
102
Hims & Hers Health
HIMS
$6.57B
$96.8K 0.03%
2,982
-4,464
VWO icon
103
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$95.7K 0.03%
1,780
WMT icon
104
Walmart Inc
WMT
$1.02T
$91.8K 0.03%
824
XLK icon
105
State Street Technology Select Sector SPDR ETF
XLK
$98.6B
$91.7K 0.03%
+637
IDV icon
106
iShares International Select Dividend ETF
IDV
$8.36B
$82.1K 0.02%
2,081
ABBV icon
107
AbbVie
ABBV
$369B
$81.2K 0.02%
356
LRCX icon
108
Lam Research
LRCX
$334B
$80.5K 0.02%
470
HD icon
109
Home Depot
HD
$348B
$77.8K 0.02%
226
SPHD icon
110
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.32B
$77.3K 0.02%
1,610
AMAT icon
111
Applied Materials
AMAT
$315B
$68K 0.02%
265
-92
ARCC icon
112
Ares Capital
ARCC
$13.7B
$66.8K 0.02%
3,302
-1,000
NKE icon
113
Nike
NKE
$68.2B
$59.9K 0.02%
940
-439
ETN icon
114
Eaton
ETN
$158B
$59.6K 0.02%
187
VRT icon
115
Vertiv
VRT
$118B
$59K 0.02%
364
-1,462
IEF icon
116
iShares 7-10 Year Treasury Bond ETF
IEF
$49.7B
$57.3K 0.02%
595
KVUE icon
117
Kenvue
KVUE
$33.8B
$56.1K 0.02%
3,252
HYUP icon
118
Xtrackers High Beta High Yield Bond ETF
HYUP
$44.4M
$54.8K 0.02%
1,300
DG icon
119
Dollar General
DG
$27.9B
$54.3K 0.02%
409
-100
ARDC
120
Are Dynamic Credit Allocation Fund
ARDC
$302M
$53.5K 0.02%
4,026
-16,901
IEI icon
121
iShares 3-7 Year Treasury Bond ETF
IEI
$18.8B
$51K 0.02%
427
PGX icon
122
Invesco Preferred ETF
PGX
$3.94B
$49.8K 0.01%
4,429
TSM icon
123
TSMC
TSM
$1.92T
$49.2K 0.01%
162
+28
ITB icon
124
iShares US Home Construction ETF
ITB
$2.67B
$45.9K 0.01%
477
BSV icon
125
Vanguard Short-Term Bond ETF
BSV
$44.5B
$45.9K 0.01%
582
3 4
5
6 7