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
JOBY icon
201
Joby Aviation
JOBY
$9.03B
$3.5K ﹤0.01%
265
SOUN icon
202
SoundHound AI
SOUN
$3.44B
$3.49K ﹤0.01%
350
+50
TSN icon
203
Tyson Foods
TSN
$22.8B
$3.46K ﹤0.01%
59
VLO icon
204
Valero Energy
VLO
$66.9B
$3.42K ﹤0.01%
21
KHC icon
205
Kraft Heinz
KHC
$26.6B
$3.3K ﹤0.01%
136
CEG icon
206
Constellation Energy
CEG
$107B
$3.18K ﹤0.01%
9
UPS icon
207
United Parcel Service
UPS
$90.4B
$3.04K ﹤0.01%
31
MRNA icon
208
Moderna
MRNA
$21.3B
$2.95K ﹤0.01%
100
CRWD icon
209
CrowdStrike
CRWD
$108B
$2.81K ﹤0.01%
6
HON icon
210
Honeywell
HON
$148B
$2.73K ﹤0.01%
14
-8
GLOB icon
211
Globant
GLOB
$2.16B
$2.62K ﹤0.01%
40
ALC icon
212
Alcon
ALC
$39.6B
$2.6K ﹤0.01%
33
D icon
213
Dominion Energy
D
$54.9B
$2.52K ﹤0.01%
43
AIG icon
214
American International
AIG
$42.1B
$2.4K ﹤0.01%
28
PSLV icon
215
Sprott Physical Silver Trust
PSLV
$16.8B
$2.37K ﹤0.01%
100
TSLA icon
216
Tesla
TSLA
$1.5T
$2.25K ﹤0.01%
5
-15
ANET icon
217
Arista Networks
ANET
$206B
$2.1K ﹤0.01%
16
SPGI icon
218
S&P Global
SPGI
$131B
$2.09K ﹤0.01%
4
TXN icon
219
Texas Instruments
TXN
$209B
$2.08K ﹤0.01%
12
XLE icon
220
State Street Energy Select Sector SPDR ETF
XLE
$37.8B
$1.79K ﹤0.01%
40
XNTK icon
221
State Street SPDR NYSE Technology ETF
XNTK
$1.69B
$1.67K ﹤0.01%
+6
TMUS icon
222
T-Mobile US
TMUS
$218B
$1.62K ﹤0.01%
8
ACN icon
223
Accenture
ACN
$121B
$1.61K ﹤0.01%
6
VALE icon
224
Vale
VALE
$75.8B
$1.3K ﹤0.01%
100
GPN icon
225
Global Payments
GPN
$19.9B
$1.24K ﹤0.01%
16