CWM
Cedar Wealth Management Portfolio holdings
AUM
$326M
1-Year Est. Return
17.06%
1 Year Est. Return
+17.06%
AUM
$295M
AUM Growth
+$14.2M
(+5%)
Holding
238
Top Buys
| 1 | +$909K | |
| 2 | +$738K | |
| 3 | +$636K | |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$566K |
| 5 |
Invesco AAA CLO Floating Rate Note ETF
ICLO
|
+$562K |
Top Sells
| 1 | +$9.92M | |
| 2 | +$1.49M | |
| 3 | +$1.07M | |
| 4 |
ProShares UltraPro QQQ
TQQQ
|
+$549K |
| 5 |
Alibaba
BABA
|
+$522K |
Sector Composition
| 1 | Consumer Staples | 8.06% |
| 2 | Technology | 3.18% |
| 3 | Consumer Discretionary | 1.96% |
| 4 | Communication Services | 1.51% |
| 5 | Financials | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vale
VALE
$62.4B
| $971 | ﹤0.01% |
100
|
|
||
227
Exelon
EXC
$45.1B
| $955 | ﹤0.01% |
22
|
|
||
228
Trade Desk
TTD
$17.2B
| $864 | ﹤0.01% |
12
|
|
||
229
Celanese
CE
$5.14B
| $775 | ﹤0.01% |
14
|
|
||
230
Walt Disney
DIS
$199B
| $620 | ﹤0.01% |
5
|
|
||
|
NBIS
231
Nebius Group N.V.
NBIS
$27.4B
| – | – |
-10,785
|
|
||
232
Tradr TSLA Bear Daily ETF
TSLQ
$1.03B
| – | – |
-13
|
|
||
|
233
ProShares UltraPro QQQ
TQQQ
$30B
| – | – |
-19,176
|
|
||
234
Roku
ROKU
$15.3B
| – | – |
-801
|
|
||
235
Pinterest
PINS
$17.5B
| – | – |
-2,979
|
|
||
236
Grocery Outlet
GO
$941M
| – | – |
-20,370
|
|
||
237
Emerson Electric
EMR
$84B
| – | – |
-167
|
|
||
|
ACB
238
Aurora Cannabis
ACB
$239M
| – | – |
0
|
|