CWL

Cedarwood Wealth LLC Portfolio holdings

AUM $89.7M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$8.55M
3 +$5.1M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.52M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.45%
2 Communication Services 3.89%
3 Consumer Discretionary 3.26%
4 Healthcare 2.02%
5 Consumer Staples 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSM icon
76
TSMC
TSM
$1.81T
$204K 0.23%
+613