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
RTX icon
176
RTX Corp
RTX
$244B
$8.64K ﹤0.01%
52
ACHR icon
177
Archer Aviation
ACHR
$5.75B
$8.62K ﹤0.01%
+900
INTC icon
178
Intel
INTC
$179B
$8.48K ﹤0.01%
253
-531
INTU icon
179
Intuit
INTU
$182B
$8.2K ﹤0.01%
12
XSLV icon
180
Invesco S&P SmallCap Low Volatility ETF
XSLV
$241M
$7.73K ﹤0.01%
167
CVS icon
181
CVS Health
CVS
$101B
$7.58K ﹤0.01%
101
-6
NFLX icon
182
Netflix
NFLX
$398B
$7.19K ﹤0.01%
60
VST icon
183
Vistra
VST
$57B
$7.16K ﹤0.01%
37
AEP icon
184
American Electric Power
AEP
$61.8B
$7.11K ﹤0.01%
63
FUBO icon
185
FuboTV Inc
FUBO
$881M
$7.05K ﹤0.01%
+1,700
IBIT icon
186
iShares Bitcoin Trust
IBIT
$66.6B
$6.83K ﹤0.01%
+105
AME icon
187
Ametek
AME
$46.8B
$6.77K ﹤0.01%
36
PLD icon
188
Prologis
PLD
$121B
$6.75K ﹤0.01%
59
-458
JIG icon
189
JPMorgan International Growth ETF
JIG
$286M
$6.6K ﹤0.01%
88
MCD icon
190
McDonald's
MCD
$227B
$6.6K ﹤0.01%
22
AMLP icon
191
Alerian MLP ETF
AMLP
$10.7B
$6.57K ﹤0.01%
140
+3
ED icon
192
Consolidated Edison
ED
$35.9B
$6.45K ﹤0.01%
64
IBM icon
193
IBM
IBM
$289B
$6.42K ﹤0.01%
23
NVS icon
194
Novartis
NVS
$259B
$6.41K ﹤0.01%
50
-167
AMP icon
195
Ameriprise Financial
AMP
$45.7B
$6.39K ﹤0.01%
13
-7
PYPL icon
196
PayPal
PYPL
$56.8B
$6.04K ﹤0.01%
+90
UNH icon
197
UnitedHealth
UNH
$309B
$5.98K ﹤0.01%
17
-2
JEF icon
198
Jefferies Financial Group
JEF
$12.7B
$5.77K ﹤0.01%
88
DE icon
199
Deere & Co
DE
$132B
$5.49K ﹤0.01%
12
KO icon
200
Coca-Cola
KO
$305B
$5.45K ﹤0.01%
82
6 7
8
9 10