CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$1.99M
2
+$957K
3
+$667K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$498K
5
HSY icon
Hershey
HSY
+$429K

Top Sells

1
+$1.2M
2
+$1.1M
3
+$708K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$469K
5
TECS icon
Direxion Daily Technology Bear 3x ETF
TECS
+$378K

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
301
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-2,786
302
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-5
303
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-4
304
– –
-57
305
– –
-1,000
306
– –
-6,600
307
– –
-2,759
308
– –
-4
309
– –
-400
9 10 11 12
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