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
MPC icon
201
Marathon Petroleum
MPC
$56.1B
$3.65K ﹤0.01%
22
GLOB icon
202
Globant
GLOB
$2.54B
$3.63K ﹤0.01%
40
KHC icon
203
Kraft Heinz
KHC
$30.2B
$3.51K ﹤0.01%
+136
IEP icon
204
Icahn Enterprises
IEP
$4.71B
$3.38K ﹤0.01%
420
TSN icon
205
Tyson Foods
TSN
$18.7B
$3.3K ﹤0.01%
+59
BMY icon
206
Bristol-Myers Squibb
BMY
$88.8B
$3.25K ﹤0.01%
+70
UPS icon
207
United Parcel Service
UPS
$73.2B
$3.1K ﹤0.01%
+31
CRWD icon
208
CrowdStrike
CRWD
$122B
$3.06K ﹤0.01%
6
ALC icon
209
Alcon
ALC
$37.1B
$2.91K ﹤0.01%
33
CEG icon
210
Constellation Energy
CEG
$121B
$2.9K ﹤0.01%
9
VLO icon
211
Valero Energy
VLO
$49B
$2.82K ﹤0.01%
21
D icon
212
Dominion Energy
D
$51.7B
$2.43K ﹤0.01%
+43
GPN icon
213
Global Payments
GPN
$20.7B
$2.4K ﹤0.01%
30
AIG icon
214
American International
AIG
$42.9B
$2.4K ﹤0.01%
28
PSLV icon
215
Sprott Physical Silver Trust
PSLV
$9.58B
$2.24K ﹤0.01%
183
SPGI icon
216
S&P Global
SPGI
$144B
$2.11K ﹤0.01%
4
TMUS icon
217
T-Mobile US
TMUS
$258B
$1.91K ﹤0.01%
8
XLE icon
218
Energy Select Sector SPDR Fund
XLE
$25.8B
$1.7K ﹤0.01%
20
ANET icon
219
Arista Networks
ANET
$180B
$1.64K ﹤0.01%
16
STZ icon
220
Constellation Brands
STZ
$24.6B
$1.63K ﹤0.01%
10
XOM icon
221
Exxon Mobil
XOM
$479B
$1.29K ﹤0.01%
12
TEAM icon
222
Atlassian
TEAM
$40B
$1.22K ﹤0.01%
6
MGM icon
223
MGM Resorts International
MGM
$8.6B
$1.14K ﹤0.01%
33
SWKS icon
224
Skyworks Solutions
SWKS
$11.2B
$1.04K ﹤0.01%
14
VOYA icon
225
Voya Financial
VOYA
$7.06B
$994 ﹤0.01%
14