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
COIN icon
151
Coinbase
COIN
$45.3B
$19.6K 0.01%
+58
BMNR
152
BitMine Immersion Technologies
BMNR
$8.86B
$19.2K 0.01%
+370
VEA icon
153
Vanguard FTSE Developed Markets ETF
VEA
$204B
$19.1K 0.01%
318
APA icon
154
APA Corp
APA
$14.9B
$18.5K 0.01%
761
-7,963
ROP icon
155
Roper Technologies
ROP
$36.8B
$18.5K 0.01%
37
-14
TMO icon
156
Thermo Fisher Scientific
TMO
$183B
$17.9K 0.01%
37
ELF icon
157
e.l.f. Beauty
ELF
$3.61B
$17.9K 0.01%
+135
IJH icon
158
iShares Core S&P Mid-Cap ETF
IJH
$107B
$17.1K 0.01%
262
XLRE icon
159
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.35B
$16.8K 0.01%
398
JPM icon
160
JPMorgan Chase
JPM
$795B
$16.1K ﹤0.01%
51
PEP icon
161
PepsiCo
PEP
$215B
$15.3K ﹤0.01%
109
+47
ZH
162
Zhihu
ZH
$269M
$12.6K ﹤0.01%
2,483
CSCO icon
163
Cisco
CSCO
$312B
$12.6K ﹤0.01%
184
+1
CELH icon
164
Celsius Holdings
CELH
$8.76B
$11.9K ﹤0.01%
+207
EMXC icon
165
iShares MSCI Emerging Markets ex China ETF
EMXC
$17B
$10.6K ﹤0.01%
157
BABA icon
166
Alibaba
BABA
$291B
$10.2K ﹤0.01%
57
PG icon
167
Procter & Gamble
PG
$333B
$10K ﹤0.01%
65
BBAI icon
168
BigBear.ai
BBAI
$1.7B
$9.94K ﹤0.01%
+1,525
BAC icon
169
Bank of America
BAC
$353B
$9.88K ﹤0.01%
191
SMCI icon
170
Super Micro Computer
SMCI
$13.9B
$9.35K ﹤0.01%
+195
EDV icon
171
Vanguard World Funds Extended Duration ETF
EDV
$3.8B
$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
$585B
$9.08K ﹤0.01%
49
-23
TSLA icon
174
Tesla
TSLA
$1.35T
$8.89K ﹤0.01%
20
-8
TT icon
175
Trane Technologies
TT
$94.5B
$8.86K ﹤0.01%
21
5 6
7
8 9