CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
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
SPHD icon
101
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.13B
$76.6K 0.03%
1,610
CRON
102
Cronos Group
CRON
$954M
$72.5K 0.02%
37,935
IDV icon
103
iShares International Select Dividend ETF
IDV
$5.92B
$71.8K 0.02%
2,081
ALB icon
104
Albemarle
ALB
$10.9B
$70.4K 0.02%
1,124
KVUE icon
105
Kenvue
KVUE
$29.3B
$68.1K 0.02%
3,252
-1,020
ETN icon
106
Eaton
ETN
$145B
$66.8K 0.02%
187
ABBV icon
107
AbbVie
ABBV
$406B
$66K 0.02%
355
+29
AMAT icon
108
Applied Materials
AMAT
$179B
$65.3K 0.02%
357
RS icon
109
Reliance Steel & Aluminium
RS
$14.3B
$59K 0.02%
188
-62
DG icon
110
Dollar General
DG
$23.3B
$58.2K 0.02%
509
FBTC icon
111
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.1B
$57.9K 0.02%
+616
IEF icon
112
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$56.7K 0.02%
+592
HYUP icon
113
Xtrackers High Beta High Yield Bond ETF
HYUP
$19M
$55.1K 0.02%
1,300
PLD icon
114
Prologis
PLD
$115B
$54.3K 0.02%
517
-1,350
A icon
115
Agilent Technologies
A
$40.2B
$52.5K 0.02%
445
ADP icon
116
Automatic Data Processing
ADP
$114B
$51.5K 0.02%
167
CRM icon
117
Salesforce
CRM
$231B
$51K 0.02%
187
IEI icon
118
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$50.6K 0.02%
+425
PGX icon
119
Invesco Preferred ETF
PGX
$3.91B
$49.3K 0.02%
4,429
ITB icon
120
iShares US Home Construction ETF
ITB
$3.15B
$46.6K 0.02%
500
LRCX icon
121
Lam Research
LRCX
$178B
$45.8K 0.02%
470
BSV icon
122
Vanguard Short-Term Bond ETF
BSV
$39B
$45.5K 0.02%
+578
MCHP icon
123
Microchip Technology
MCHP
$35.2B
$44.2K 0.02%
628
BLK icon
124
Blackrock
BLK
$180B
$44.1K 0.01%
42
ICE icon
125
Intercontinental Exchange
ICE
$87.9B
$38.2K 0.01%
208
3 4
5
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