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
COIN icon
151
Coinbase
COIN
$67.5B
$19.6K 0.01%
+58
BMNR
152
BitMine Immersion Technologies
BMNR
$13.2B
$19.2K 0.01%
+370
VEA icon
153
Vanguard FTSE Developed Markets ETF
VEA
$190B
$19.1K 0.01%
318
APA icon
154
APA Corp
APA
$8.96B
$18.5K 0.01%
761
-7,963
ROP icon
155
Roper Technologies
ROP
$47.7B
$18.5K 0.01%
37
-14
TMO icon
156
Thermo Fisher Scientific
TMO
$216B
$17.9K 0.01%
37
ELF icon
157
e.l.f. Beauty
ELF
$4.69B
$17.9K 0.01%
+135
IJH icon
158
iShares Core S&P Mid-Cap ETF
IJH
$103B
$17.1K 0.01%
262
XLRE icon
159
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.44B
$16.8K 0.01%
398
JPM icon
160
JPMorgan Chase
JPM
$871B
$16.1K ﹤0.01%
51
PEP icon
161
PepsiCo
PEP
$207B
$15.3K ﹤0.01%
109
+47
ZH
162
Zhihu
ZH
$293M
$12.6K ﹤0.01%
2,483
CSCO icon
163
Cisco
CSCO
$309B
$12.6K ﹤0.01%
184
+1
CELH icon
164
Celsius Holdings
CELH
$11.3B
$11.9K ﹤0.01%
+207
EMXC icon
165
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.2B
$10.6K ﹤0.01%
157
BABA icon
166
Alibaba
BABA
$358B
$10.2K ﹤0.01%
57
PG icon
167
Procter & Gamble
PG
$339B
$10K ﹤0.01%
65
BBAI icon
168
BigBear.ai
BBAI
$2.61B
$9.94K ﹤0.01%
+1,525
BAC icon
169
Bank of America
BAC
$404B
$9.88K ﹤0.01%
191
SMCI icon
170
Super Micro Computer
SMCI
$18.7B
$9.35K ﹤0.01%
+195
EDV icon
171
Vanguard World Funds Extended Duration ETF
EDV
$3.99B
$9.14K ﹤0.01%
134
+2
GDV icon
172
Gabelli Dividend & Income Trust
GDV
$2.41B
$9.1K ﹤0.01%
336
+2
JNJ icon
173
Johnson & Johnson
JNJ
$516B
$9.08K ﹤0.01%
49
-23
TSLA icon
174
Tesla
TSLA
$1.58T
$8.89K ﹤0.01%
20
-8
TT icon
175
Trane Technologies
TT
$87.6B
$8.86K ﹤0.01%
21