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

Top Buys

1
+$4.37M
2
+$3.53M
3
+$2.85M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.02M
5
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$612K

Top Sells

1
+$635K
2
+$617K
3
+$532K
4
MO icon
Altria Group
MO
+$354K
5
AVGO icon
Broadcom
AVGO
+$313K

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
BSV icon
126
Vanguard Short-Term Bond ETF
BSV
$43.6B
$45.9K 0.01%
582
+4
CRM icon
127
Salesforce
CRM
$172B
$44.3K 0.01%
187
GDX icon
128
VanEck Gold Miners ETF
GDX
$29.5B
$40.4K 0.01%
529
-100
CLOX icon
129
Panagram AAA CLO ETF
CLOX
$260M
$40K 0.01%
1,565
+784
RS icon
130
Reliance Steel & Aluminium
RS
$15.7B
$39.6K 0.01%
141
-47
SOFI icon
131
SoFi Technologies
SOFI
$20B
$37.8K 0.01%
+1,430
TSM icon
132
TSMC
TSM
$1.76T
$37.4K 0.01%
134
+64
HOOD icon
133
Robinhood
HOOD
$61.9B
$37.4K 0.01%
+261
VZ icon
134
Verizon
VZ
$209B
$37K 0.01%
841
+276
VTV icon
135
Vanguard Value ETF
VTV
$164B
$36.9K 0.01%
198
+1
ICE icon
136
Intercontinental Exchange
ICE
$92.5B
$35K 0.01%
208
BIDU icon
137
Baidu
BIDU
$37.5B
$34.3K 0.01%
260
MCHP icon
138
Microchip Technology
MCHP
$35.1B
$33.3K 0.01%
518
-110
GOOG icon
139
Alphabet (Google) Class C
GOOG
$3.55T
$29.2K 0.01%
120
A icon
140
Agilent Technologies
A
$32.4B
$28.9K 0.01%
225
-220
PNNT
141
Pennant Park Investment Corp
PNNT
$291M
$26.4K 0.01%
3,940
DVN icon
142
Devon Energy
DVN
$30.5B
$24.7K 0.01%
703
+3
KLAC icon
143
KLA
KLAC
$197B
$23.7K 0.01%
22
XOM icon
144
Exxon Mobil
XOM
$669B
$23.6K 0.01%
209
+197
MELI icon
145
Mercado Libre
MELI
$86.4B
$23.4K 0.01%
10
SPYM
146
State Street SPDR Portfolio S&P 500 ETF
SPYM
$116B
$21.8K 0.01%
+278
PAYX icon
147
Paychex
PAYX
$32.7B
$21.2K 0.01%
167
ETHA
148
iShares Ethereum Trust ETF
ETHA
$6.82B
$21K 0.01%
+665
FDUS icon
149
Fidus Investment
FDUS
$671M
$20.1K 0.01%
992
ABT icon
150
Abbott
ABT
$178B
$19.8K 0.01%
148
4 5
6
7 8