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
ABT icon
151
Abbott
ABT
$168B
$18.5K 0.01%
148
ROP icon
152
Roper Technologies
ROP
$37.1B
$16.5K ﹤0.01%
37
XLRE icon
153
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.02B
$16.1K ﹤0.01%
398
PEP icon
154
PepsiCo
PEP
$216B
$15.6K ﹤0.01%
109
CSCO icon
155
Cisco
CSCO
$341B
$14.2K ﹤0.01%
184
AGNC icon
156
AGNC Investment
AGNC
$12.2B
$13.1K ﹤0.01%
+1,220
EMXC icon
157
iShares MSCI Emerging Markets ex China ETF
EMXC
$20.9B
$11.4K ﹤0.01%
157
BITO icon
158
ProShares Bitcoin Strategy ETF
BITO
$2.02B
$10.6K ﹤0.01%
868
-5,977
BAC icon
159
Bank of America
BAC
$384B
$10.5K ﹤0.01%
191
JNJ icon
160
Johnson & Johnson
JNJ
$564B
$10.1K ﹤0.01%
49
PG icon
161
Procter & Gamble
PG
$341B
$9.36K ﹤0.01%
65
INTC icon
162
Intel
INTC
$344B
$9.33K ﹤0.01%
253
GDV icon
163
Gabelli Dividend & Income Trust
GDV
$2.56B
$9.32K ﹤0.01%
336
EDV icon
164
Vanguard World Funds Extended Duration ETF
EDV
$4.03B
$8.68K ﹤0.01%
134
DTF
165
DTF Tax-Free Income 2028 Term Fund
DTF
$80.3M
$8.36K ﹤0.01%
+732
BABA icon
166
Alibaba
BABA
$337B
$8.36K ﹤0.01%
57
BBAI icon
167
BigBear.ai
BBAI
$1.83B
$8.23K ﹤0.01%
1,525
TT icon
168
Trane Technologies
TT
$105B
$8.17K ﹤0.01%
21
CVS icon
169
CVS Health
CVS
$99.1B
$7.98K ﹤0.01%
101
INTU icon
170
Intuit
INTU
$109B
$7.95K ﹤0.01%
12
PLD icon
171
Prologis
PLD
$135B
$7.53K ﹤0.01%
59
AME icon
172
Ametek
AME
$54.1B
$7.39K ﹤0.01%
36
AEP icon
173
American Electric Power
AEP
$72.7B
$7.29K ﹤0.01%
63
NVS icon
174
Novartis
NVS
$290B
$6.89K ﹤0.01%
50
IBM icon
175
IBM
IBM
$238B
$6.74K ﹤0.01%
23