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
PRU icon
201
Prudential Financial
PRU
$41B
$5.32K ﹤0.01%
51
WMB icon
202
Williams Companies
WMB
$71.3B
$5.31K ﹤0.01%
84
NEE icon
203
NextEra Energy
NEE
$169B
$5.26K ﹤0.01%
70
KMI icon
204
Kinder Morgan
KMI
$58.6B
$5.13K ﹤0.01%
181
+2
BX icon
205
Blackstone
BX
$118B
$5.13K ﹤0.01%
30
CSX icon
206
CSX Corp
CSX
$68.5B
$5.11K ﹤0.01%
144
C icon
207
Citigroup
C
$199B
$4.96K ﹤0.01%
49
SYF icon
208
Synchrony
SYF
$30B
$4.83K ﹤0.01%
68
SOUN icon
209
SoundHound AI
SOUN
$4.67B
$4.82K ﹤0.01%
+300
BSX icon
210
Boston Scientific
BSX
$138B
$4.69K ﹤0.01%
48
KR icon
211
Kroger
KR
$39.9B
$4.44K ﹤0.01%
66
HON icon
212
Honeywell
HON
$126B
$4.42K ﹤0.01%
21
JOBY icon
213
Joby Aviation
JOBY
$12.8B
$4.28K ﹤0.01%
+265
MPC icon
214
Marathon Petroleum
MPC
$53.1B
$4.24K ﹤0.01%
22
MMM icon
215
3M
MMM
$86.7B
$4.12K ﹤0.01%
27
ITW icon
216
Illinois Tool Works
ITW
$72.7B
$3.91K ﹤0.01%
15
VLO icon
217
Valero Energy
VLO
$49.7B
$3.58K ﹤0.01%
21
KHC icon
218
Kraft Heinz
KHC
$29.2B
$3.54K ﹤0.01%
136
BMY icon
219
Bristol-Myers Squibb
BMY
$110B
$3.21K ﹤0.01%
71
+1
TSN icon
220
Tyson Foods
TSN
$20.5B
$3.2K ﹤0.01%
59
CEG icon
221
Constellation Energy
CEG
$114B
$2.96K ﹤0.01%
9
CRWD icon
222
CrowdStrike
CRWD
$123B
$2.94K ﹤0.01%
6
D icon
223
Dominion Energy
D
$50.7B
$2.63K ﹤0.01%
43
MRNA icon
224
Moderna
MRNA
$11.7B
$2.58K ﹤0.01%
100
-190
UPS icon
225
United Parcel Service
UPS
$84.9B
$2.56K ﹤0.01%
31