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
$326M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.71M
3
+$2.96M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.04M
5
SITM icon
SiTime
SITM
+$716K

Top Sells

1
+$765K
2
+$651K
3
+$594K
4
MO icon
Altria Group
MO
+$369K
5
AVGO icon
Broadcom
AVGO
+$337K

Sector Composition

1 Consumer Staples 6.66%
2 Technology 3.51%
3 Consumer Discretionary 1.85%
4 Communication Services 1.71%
5 Materials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSTR icon
101
Strategy Inc
MSTR
$52.1B
$111K 0.03%
+345
CRON
102
Cronos Group
CRON
$942M
$105K 0.03%
37,935
MRK icon
103
Merck
MRK
$251B
$98.5K 0.03%
1,174
-144
VWO icon
104
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$96.4K 0.03%
1,780
NKE icon
105
Nike
NKE
$96B
$96.2K 0.03%
1,379
-188
HD icon
106
Home Depot
HD
$352B
$91.6K 0.03%
226
ALB icon
107
Albemarle
ALB
$15.1B
$91.1K 0.03%
1,124
ARCC icon
108
Ares Capital
ARCC
$14.8B
$87.8K 0.03%
4,302
WMT icon
109
Walmart
WMT
$896B
$84.9K 0.03%
824
ABBV icon
110
AbbVie
ABBV
$397B
$82.3K 0.03%
356
+1
SPHD icon
111
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.04B
$79.6K 0.02%
1,610
IDV icon
112
iShares International Select Dividend ETF
IDV
$6.42B
$76.1K 0.02%
2,081
AMAT icon
113
Applied Materials
AMAT
$211B
$73K 0.02%
357
ETN icon
114
Eaton
ETN
$129B
$70K 0.02%
187
LRCX icon
115
Lam Research
LRCX
$199B
$62.9K 0.02%
470
FBTC icon
116
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$61.5K 0.02%
616
IEF icon
117
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$57.4K 0.02%
595
+3
HYUP icon
118
Xtrackers High Beta High Yield Bond ETF
HYUP
$29.5M
$55.6K 0.02%
1,300
KVUE icon
119
Kenvue
KVUE
$32.3B
$52.8K 0.02%
3,252
DG icon
120
Dollar General
DG
$24.2B
$52.6K 0.02%
509
PGX icon
121
Invesco Preferred ETF
PGX
$3.9B
$51.4K 0.02%
4,429
ITB icon
122
iShares US Home Construction ETF
ITB
$2.65B
$51.2K 0.02%
477
-23
IEI icon
123
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$51.1K 0.02%
427
+2
ADP icon
124
Automatic Data Processing
ADP
$104B
$49K 0.02%
167
BLK icon
125
Blackrock
BLK
$161B
$49K 0.02%
42
3 4
5
6 7