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
$295M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$685K
3
+$593K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$560K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$517K

Top Sells

1
+$9.35M
2
+$1.37M
3
+$1.01M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$549K
5
BABA icon
Alibaba
BABA
+$545K

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
26
$1.26M 0.43%
30,724
+11
27
$1.17M 0.4%
1,580
+11
28
$1.08M 0.37%
31,134
29
$1.08M 0.36%
263,439
+65,573
30
$955K 0.32%
20,666
31
$942K 0.32%
24,812
32
$902K 0.31%
4,178
+2,946
33
$840K 0.28%
4,624
+562
34
$833K 0.28%
13,365
+78
35
$790K 0.27%
16,379
36
$777K 0.26%
2,820
37
$729K 0.25%
9,967
38
$709K 0.24%
9,576
39
$640K 0.22%
4,798
40
$589K 0.2%
1,212
+29
41
$573K 0.19%
715
42
$537K 0.18%
16,006
43
$521K 0.18%
47,978
44
$502K 0.17%
19,067
45
$492K 0.17%
190,028
+65,486
46
$464K 0.16%
37,415
47
$458K 0.16%
2,422
+1,200
48
$448K 0.15%
7,629
+48
49
$444K 0.15%
10,576
50
$442K 0.15%
11,009
-5,504
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