CW
Cedarwood Wealth Portfolio holdings
AUM
$99M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$99M
AUM Growth
+$9.25M
(+10%)
Holding
81
Top Buys
| 1 | +$2.63M | |
| 2 | +$2.06M | |
| 3 | +$1.96M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$771K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$712K |
Top Sells
| 1 | +$193K | |
| 2 | +$126K | |
| 3 | +$119K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$58.2K |
| 5 |
Intel
INTC
|
+$49K |
Sector Composition
| 1 | Technology | 15.41% |
| 2 | Communication Services | 3.61% |
| 3 | Consumer Discretionary | 2.9% |
| 4 | Financials | 1.99% |
| 5 | Healthcare | 1.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Invesco S&P 500 Equal Weight ETF
RSP
$87.9B
| $216K | 0.22% |
1,124
+2
|
|
||
77
Vanguard Value ETF
VTV
$175B
| $213K | 0.21% |
1,084
-594
|
|
||
78
Vanguard Information Technology ETF
VGT
$139B
| $208K | 0.21% |
2,392
|
|
||
79
NextEra Energy
NEE
$187B
| $207K | 0.21% |
+2,228
|
|
||
80
Cisco
CSCO
$467B
| $204K | 0.21% |
+2,633
|
|
||
81
iShares Bitcoin Trust
IBIT
$63.4B
| $200K | 0.2% |
5,214
+50
|
|