CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
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
AME icon
176
Ametek
AME
$42.8B
$6.51K ﹤0.01%
36
BABA icon
177
Alibaba
BABA
$387B
$6.46K ﹤0.01%
57
-4,607
ED icon
178
Consolidated Edison
ED
$36.5B
$6.44K ﹤0.01%
+64
MCD icon
179
McDonald's
MCD
$220B
$6.35K ﹤0.01%
+22
JIG icon
180
JPMorgan International Growth ETF
JIG
$153M
$6.27K ﹤0.01%
88
-353
QCOM icon
181
Qualcomm
QCOM
$176B
$6.21K ﹤0.01%
+39
DE icon
182
Deere & Co
DE
$124B
$6.1K ﹤0.01%
12
UNH icon
183
UnitedHealth
UNH
$323B
$6.03K ﹤0.01%
19
+13
KO icon
184
Coca-Cola
KO
$295B
$5.78K ﹤0.01%
+82
PRU icon
185
Prudential Financial
PRU
$35.4B
$5.5K ﹤0.01%
+51
ACN icon
186
Accenture
ACN
$148B
$5.38K ﹤0.01%
18
KMI icon
187
Kinder Morgan
KMI
$60.8B
$5.28K ﹤0.01%
+179
WMB icon
188
Williams Companies
WMB
$76.3B
$5.26K ﹤0.01%
+84
BSX icon
189
Boston Scientific
BSX
$147B
$5.16K ﹤0.01%
48
HON icon
190
Honeywell
HON
$129B
$4.89K ﹤0.01%
21
NEE icon
191
NextEra Energy
NEE
$174B
$4.83K ﹤0.01%
70
+64
JEF icon
192
Jefferies Financial Group
JEF
$10.7B
$4.82K ﹤0.01%
+88
KR icon
193
Kroger
KR
$45.7B
$4.73K ﹤0.01%
+66
CSX icon
194
CSX Corp
CSX
$68.2B
$4.7K ﹤0.01%
144
SYF icon
195
Synchrony
SYF
$25.8B
$4.54K ﹤0.01%
68
BX icon
196
Blackstone
BX
$122B
$4.47K ﹤0.01%
+30
C icon
197
Citigroup
C
$174B
$4.16K ﹤0.01%
+49
MMM icon
198
3M
MMM
$81.3B
$4.04K ﹤0.01%
+27
TXN icon
199
Texas Instruments
TXN
$161B
$3.74K ﹤0.01%
18
ITW icon
200
Illinois Tool Works
ITW
$72.7B
$3.71K ﹤0.01%
15