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
$295M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

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
NUE icon
151
Nucor
NUE
$39.9B
$13K ﹤0.01%
100
CSCO icon
152
Cisco
CSCO
$297B
$12.7K ﹤0.01%
+183
JNJ icon
153
Johnson & Johnson
JNJ
$527B
$11K ﹤0.01%
72
-1,310
AMP icon
154
Ameriprise Financial
AMP
$47.3B
$10.7K ﹤0.01%
20
CZR icon
155
Caesars Entertainment
CZR
$4.97B
$10.6K ﹤0.01%
375
TDG icon
156
TransDigm Group
TDG
$81.7B
$10.6K ﹤0.01%
7
PG icon
157
Procter & Gamble
PG
$338B
$10.3K ﹤0.01%
65
+61
EMXC icon
158
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.8B
$9.91K ﹤0.01%
157
-433
ZH
159
Zhihu
ZH
$329M
$9.88K ﹤0.01%
2,483
INTU icon
160
Intuit
INTU
$152B
$9.45K ﹤0.01%
12
TT icon
161
Trane Technologies
TT
$86.4B
$9.19K ﹤0.01%
21
BAC icon
162
Bank of America
BAC
$382B
$9.06K ﹤0.01%
191
+86
TSLA icon
163
Tesla
TSLA
$1.46T
$8.89K ﹤0.01%
+28
EDV icon
164
Vanguard World Funds Extended Duration ETF
EDV
$4B
$8.88K ﹤0.01%
+132
GDV icon
165
Gabelli Dividend & Income Trust
GDV
$2.51B
$8.68K ﹤0.01%
+334
PEP icon
166
PepsiCo
PEP
$200B
$8.19K ﹤0.01%
62
+38
NFLX icon
167
Netflix
NFLX
$373B
$8.04K ﹤0.01%
+60
MRNA icon
168
Moderna
MRNA
$16.3B
$8K ﹤0.01%
290
XSLV icon
169
Invesco S&P SmallCap Low Volatility ETF
XSLV
$242M
$7.61K ﹤0.01%
167
RTX icon
170
RTX Corp
RTX
$271B
$7.54K ﹤0.01%
+52
CVS icon
171
CVS Health
CVS
$99.8B
$7.38K ﹤0.01%
107
+52
VST icon
172
Vistra
VST
$56.4B
$7.08K ﹤0.01%
+37
IBM icon
173
IBM
IBM
$286B
$6.7K ﹤0.01%
+23
AMLP icon
174
Alerian MLP ETF
AMLP
$11B
$6.7K ﹤0.01%
+137
AEP icon
175
American Electric Power
AEP
$64.1B
$6.56K ﹤0.01%
+63