CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$919K
3
+$642K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$438K
5
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$397K

Top Sells

1
+$1.2M
2
+$1.06M
3
+$705K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$457K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$379K

Sector Composition

1 Consumer Staples 12.17%
2 Technology 2.2%
3 Financials 2.07%
4 Consumer Discretionary 1.77%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.6K ﹤0.01%
72
227
$10.5K ﹤0.01%
188
228
$10.1K ﹤0.01%
22
229
$9.89K ﹤0.01%
30
230
$9.35K ﹤0.01%
143
231
$9.32K ﹤0.01%
100
232
$8.99K ﹤0.01%
214
233
$8.87K ﹤0.01%
225
234
$8.31K ﹤0.01%
420
235
$7.91K ﹤0.01%
40
236
$7.53K ﹤0.01%
117
237
$7.32K ﹤0.01%
142
238
$6.8K ﹤0.01%
650
239
$6.75K ﹤0.01%
30
240
$6.59K ﹤0.01%
167
241
$6.08K ﹤0.01%
70
-143
242
$5.9K ﹤0.01%
7
243
$5.79K ﹤0.01%
83
-68
244
$5.53K ﹤0.01%
18
245
$5.45K ﹤0.01%
1,000
-6,000
246
$5.34K ﹤0.01%
71
-510
247
$4.99K ﹤0.01%
33
248
$4.94K ﹤0.01%
88
249
$4.69K ﹤0.01%
69
250
$4.53K ﹤0.01%
12
8 9
10
11 12