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
251
$4.43K ﹤0.01%
144
252
$4.26K ﹤0.01%
21
253
$4.07K ﹤0.01%
24
254
$3.88K ﹤0.01%
21
255
$3.84K ﹤0.01%
55
-14
256
$3.46K ﹤0.01%
15
257
$3.02K ﹤0.01%
6
258
$2.98K ﹤0.01%
21
259
$2.88K ﹤0.01%
105
-50
260
$2.86K ﹤0.01%
18
261
$2.53K ﹤0.01%
48
262
$2.51K ﹤0.01%
10
263
$2.17K ﹤0.01%
240
264
$2.08K ﹤0.01%
68
-34
265
$1.77K ﹤0.01%
40
266
$1.76K ﹤0.01%
14
-7
267
$1.7K ﹤0.01%
28
-28
268
$1.46K ﹤0.01%
4
269
$1.41K ﹤0.01%
18
270
$1.39K ﹤0.01%
183
271
$1.38K ﹤0.01%
6
272
$1.34K ﹤0.01%
100
273
$1.25K ﹤0.01%
33
274
$1.21K ﹤0.01%
33
275
$1.21K ﹤0.01%
6
9 10
11
12 13