CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Return
16.84%
This Quarter Return
+9.13%
1 Year Return
+16.84%
3 Year Return
+48.84%
5 Year Return
+82.25%
10 Year Return
–
AUM
$275M
AUM Growth
+$21.8M
(+8.6%)
Cap. Flow
-$44K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
65.34%
Holding
304
New
12
Increased
60
Reduced
56
Closed
22
Top Buys
| 1 |
Invesco S&P International Developed Quality ETF
IDHQ
|
$4.77M |
| 2 |
Invesco S&P 500 GARP ETF
SPGP
|
$3.36M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.77M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.27M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
$1.04M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 11.08% |
| 2 | Technology | 2.74% |
| 3 | Financials | 2.28% |
| 4 | Consumer Discretionary | 1.8% |
| 5 | Communication Services | 1.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
3M
MMM
$82.8B
| $18.3K | 0.01% |
200
| – | – |
|
202
Caesars Entertainment
CZR
$5.36B
| $17.6K | 0.01% |
375
-150
| -29% | -$7.03K |
|
203
Nucor
NUE
$33.3B
| $17.4K | 0.01% |
100
| – | – |
|
204
Alphabet (Google) Class C
GOOG
$2.81T
| $16.9K | 0.01% |
120
| – | – |
|
205
VanEck Gold Miners ETF
GDX
$19.4B
| $16.6K | 0.01% |
535
| – | – |
|
206
Abbott
ABT
$231B
| $16.3K | 0.01% |
148
| – | – |
|
207
Emerson Electric
EMR
$74.9B
| $16.3K | 0.01% |
167
| – | – |
|
208
Duke Energy
DUK
$94B
| $16.2K | 0.01% |
167
| – | – |
|
209
DNP Select Income Fund
DNP
$3.66B
| $16.1K | 0.01% |
1,900
| – | – |
|
210
Mercado Libre
MELI
$123B
| $15.7K | 0.01% |
10
| – | – |
|
|
ZH
211
Zhihu
ZH
$414M
| $15.5K | 0.01% |
2,751
-17,811
| -87% | -$100K |
|
212
iShares Core S&P 500 ETF
IVV
$666B
| $15.3K | 0.01% |
32
-117
| -79% | -$55.9K |
|
213
Intuit
INTU
$186B
| $15K | 0.01% |
24
| – | – |
|
214
Materials Select Sector SPDR Fund
XLB
$5.48B
| $15K | 0.01% |
+175
| New | +$15K |
|
215
Yum! Brands
YUM
$39.9B
| $13.9K | 0.01% |
106
-6
| -5% | -$784 |
|
216
KLA
KLAC
$115B
| $12.8K | ﹤0.01% |
22
| – | – |
|
217
DocuSign
DOCU
$15.4B
| $12.7K | ﹤0.01% |
214
| – | – |
|
218
Sysco
SYY
$39.5B
| $12.2K | ﹤0.01% |
167
| – | – |
|
219
Ametek
AME
$43.4B
| $11.9K | ﹤0.01% |
72
| – | – |
|
220
Coca-Cola
KO
$294B
| $11.1K | ﹤0.01% |
188
| – | – |
|
221
DuPont de Nemours
DD
$32.3B
| $11K | ﹤0.01% |
143
| – | – |
|
222
Tradr TSLA Bear Daily ETF
TSLQ
$389M
| $10.6K | ﹤0.01% |
63
-627
| -91% | -$105K |
|
223
Schlumberger
SLB
$53.7B
| $10.4K | ﹤0.01% |
200
-50
| -20% | -$2.6K |
|
224
Vanguard Total World Stock ETF
VT
$51.8B
| $10.3K | ﹤0.01% |
100
| – | – |
|
225
Globant
GLOB
$2.75B
| $9.52K | ﹤0.01% |
40
| – | – |
|