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
$334M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$1.09M
3 +$983K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$745K
5
POET icon
POET Technologies
POET
+$422K

Top Sells

1 +$1.09M
2 +$747K
3 +$710K
4
MDLZ icon
Mondelez International
MDLZ
+$399K
5
PRGO icon
Perrigo
PRGO
+$367K

Sector Composition

1 Consumer Staples 5.66%
2 Technology 3.81%
3 Communication Services 2.04%
4 Consumer Discretionary 1.78%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ULTA icon
176
Ulta Beauty
ULTA
$24.2B
$6.66K ﹤0.01%
+11
AMLP icon
177
Alerian MLP ETF
AMLP
$11.8B
$6.58K ﹤0.01%
140
JIG icon
178
JPMorgan International Growth ETF
JIG
$432M
$6.57K ﹤0.01%
90
+2
ZH
179
Zhihu
ZH
$333M
$6.41K ﹤0.01%
1,954
-529
AMP icon
180
Ameriprise Financial
AMP
$41.4B
$6.37K ﹤0.01%
13
ED icon
181
Consolidated Edison
ED
$40.6B
$6.37K ﹤0.01%
64
VST icon
182
Vistra
VST
$55.3B
$5.89K ﹤0.01%
37
KO icon
183
Coca-Cola
KO
$326B
$5.75K ﹤0.01%
82
UNH icon
184
UnitedHealth
UNH
$295B
$5.72K ﹤0.01%
17
C icon
185
Citigroup
C
$225B
$5.7K ﹤0.01%
49
SYF icon
186
Synchrony
SYF
$27.2B
$5.67K ﹤0.01%
68
NFLX icon
187
Netflix
NFLX
$411B
$5.63K ﹤0.01%
60
NEE icon
188
NextEra Energy
NEE
$192B
$5.59K ﹤0.01%
70
DE icon
189
Deere & Co
DE
$159B
$5.59K ﹤0.01%
12
JEF icon
190
Jefferies Financial Group
JEF
$9.83B
$5.46K ﹤0.01%
88
PYPL icon
191
PayPal
PYPL
$45.7B
$5.27K ﹤0.01%
90
CSX icon
192
CSX Corp
CSX
$80.6B
$5.22K ﹤0.01%
144
WMB icon
193
Williams Companies
WMB
$87B
$5.04K ﹤0.01%
84
KMI icon
194
Kinder Morgan
KMI
$71.2B
$4.99K ﹤0.01%
181
BX icon
195
Blackstone
BX
$100B
$4.63K ﹤0.01%
30
BSX icon
196
Boston Scientific
BSX
$95.5B
$4.58K ﹤0.01%
48
MMM icon
197
3M
MMM
$80.7B
$4.25K ﹤0.01%
27
KR icon
198
Kroger
KR
$41.8B
$4.12K ﹤0.01%
66
ITW icon
199
Illinois Tool Works
ITW
$78.4B
$3.69K ﹤0.01%
15
MPC icon
200
Marathon Petroleum
MPC
$62.9B
$3.58K ﹤0.01%
22