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
26
$1.46M 0.58%
11,145
+25
27
$1.45M 0.57%
4,588
+15
28
$1.41M 0.56%
49,438
+25
29
$1.29M 0.51%
7,548
+943
30
$1.29M 0.51%
25,991
+38
31
$1.16M 0.46%
3,241
+5
32
$1.13M 0.45%
21,669
33
$1.02M 0.4%
30,858
+4,475
34
$993K 0.39%
44,022
+6,786
35
$960K 0.38%
4,784
36
$934K 0.37%
19,759
+381
37
$904K 0.36%
48,444
+20,319
38
$890K 0.35%
22,017
39
$873K 0.35%
106,387
-35,466
40
$852K 0.34%
68,638
-5,878
41
$845K 0.33%
37,143
+5,691
42
$838K 0.33%
4,887
43
$815K 0.32%
41,017
+19,987
44
$803K 0.32%
25,123
45
$788K 0.31%
21,352
+5,771
46
$775K 0.31%
20,417
47
$768K 0.3%
22,962
48
$747K 0.3%
24,812
49
$719K 0.28%
47,889
+13,765
50
$714K 0.28%
39,260
+400
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