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
RTX icon
176
RTX Corp
RTX
$263B
$8.64K ﹤0.01%
52
ACHR icon
177
Archer Aviation
ACHR
$4B
$8.62K ﹤0.01%
+900
INTC icon
178
Intel
INTC
$250B
$8.48K ﹤0.01%
253
-531
INTU icon
179
Intuit
INTU
$117B
$8.2K ﹤0.01%
12
XSLV icon
180
Invesco S&P SmallCap Low Volatility ETF
XSLV
$231M
$7.73K ﹤0.01%
167
CVS icon
181
CVS Health
CVS
$93.2B
$7.58K ﹤0.01%
101
-6
NFLX icon
182
Netflix
NFLX
$412B
$7.19K ﹤0.01%
60
VST icon
183
Vistra
VST
$51B
$7.16K ﹤0.01%
37
AEP icon
184
American Electric Power
AEP
$71.8B
$7.11K ﹤0.01%
63
FUBO icon
185
FuboTV Inc
FUBO
$282M
$7.05K ﹤0.01%
+1,700
IBIT icon
186
iShares Bitcoin Trust
IBIT
$52.4B
$6.83K ﹤0.01%
+105
AME icon
187
Ametek
AME
$49.8B
$6.77K ﹤0.01%
36
PLD icon
188
Prologis
PLD
$124B
$6.75K ﹤0.01%
59
-458
JIG icon
189
JPMorgan International Growth ETF
JIG
$380M
$6.6K ﹤0.01%
88
MCD icon
190
McDonald's
MCD
$219B
$6.6K ﹤0.01%
22
AMLP icon
191
Alerian MLP ETF
AMLP
$12.1B
$6.57K ﹤0.01%
140
+3
ED icon
192
Consolidated Edison
ED
$41.6B
$6.45K ﹤0.01%
64
IBM icon
193
IBM
IBM
$232B
$6.42K ﹤0.01%
23
NVS icon
194
Novartis
NVS
$293B
$6.41K ﹤0.01%
50
-167
AMP icon
195
Ameriprise Financial
AMP
$39.3B
$6.39K ﹤0.01%
13
-7
PYPL icon
196
PayPal
PYPL
$41.5B
$6.04K ﹤0.01%
+90
UNH icon
197
UnitedHealth
UNH
$250B
$5.98K ﹤0.01%
17
-2
JEF icon
198
Jefferies Financial Group
JEF
$8.5B
$5.77K ﹤0.01%
88
DE icon
199
Deere & Co
DE
$155B
$5.49K ﹤0.01%
12
KO icon
200
Coca-Cola
KO
$330B
$5.45K ﹤0.01%
82
6 7
8
9 10