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 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
PRU icon
201
Prudential Financial
PRU
$34B
$5.32K ﹤0.01%
51
WMB icon
202
Williams Companies
WMB
$88.1B
$5.31K ﹤0.01%
84
NEE icon
203
NextEra Energy
NEE
$194B
$5.26K ﹤0.01%
70
KMI icon
204
Kinder Morgan
KMI
$73.5B
$5.13K ﹤0.01%
181
+2
BX icon
205
Blackstone
BX
$87.4B
$5.13K ﹤0.01%
30
CSX icon
206
CSX Corp
CSX
$76.3B
$5.11K ﹤0.01%
144
C icon
207
Citigroup
C
$201B
$4.96K ﹤0.01%
49
SYF icon
208
Synchrony
SYF
$23.7B
$4.83K ﹤0.01%
68
SOUN icon
209
SoundHound AI
SOUN
$2.82B
$4.82K ﹤0.01%
+300
BSX icon
210
Boston Scientific
BSX
$93.6B
$4.69K ﹤0.01%
48
KR icon
211
Kroger
KR
$44.3B
$4.44K ﹤0.01%
66
HON icon
212
Honeywell
HON
$145B
$4.42K ﹤0.01%
21
JOBY icon
213
Joby Aviation
JOBY
$8.19B
$4.28K ﹤0.01%
+265
MPC icon
214
Marathon Petroleum
MPC
$71B
$4.24K ﹤0.01%
22
MMM icon
215
3M
MMM
$75.2B
$4.12K ﹤0.01%
27
ITW icon
216
Illinois Tool Works
ITW
$74.3B
$3.91K ﹤0.01%
15
VLO icon
217
Valero Energy
VLO
$72.8B
$3.58K ﹤0.01%
21
KHC icon
218
Kraft Heinz
KHC
$26.8B
$3.54K ﹤0.01%
136
BMY icon
219
Bristol-Myers Squibb
BMY
$121B
$3.21K ﹤0.01%
71
+1
TSN icon
220
Tyson Foods
TSN
$22.7B
$3.2K ﹤0.01%
59
CEG icon
221
Constellation Energy
CEG
$98.5B
$2.96K ﹤0.01%
9
CRWD icon
222
CrowdStrike
CRWD
$100B
$2.94K ﹤0.01%
6
D icon
223
Dominion Energy
D
$54.7B
$2.63K ﹤0.01%
43
MRNA icon
224
Moderna
MRNA
$19.2B
$2.58K ﹤0.01%
100
-190
UPS icon
225
United Parcel Service
UPS
$83.2B
$2.56K ﹤0.01%
31