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
51
$690K 0.27%
36,669
-2,441
52
$689K 0.27%
18,158
+4,161
53
$674K 0.27%
11,697
-625
54
$661K 0.26%
22,902
-2,546
55
$652K 0.26%
2,173
56
$641K 0.25%
7,230
57
$592K 0.23%
28,584
+4,340
58
$571K 0.23%
5,530
+14
59
$566K 0.22%
2,462
+8
60
$552K 0.22%
9,893
+37
61
$550K 0.22%
5,385
62
$516K 0.2%
9,539
+18
63
$513K 0.2%
23,833
64
$511K 0.2%
44,162
65
$499K 0.2%
34,326
+420
66
$494K 0.2%
1,409
67
$492K 0.19%
1,860
+222
68
$442K 0.17%
16,361
69
$441K 0.17%
29,446
+357
70
$438K 0.17%
+12,283
71
$428K 0.17%
13,198
+5,030
72
$383K 0.15%
+1,915
73
$379K 0.15%
12,732
-12,745
74
$378K 0.15%
18,907
75
$369K 0.15%
13,499
+4,050
1 2
3
4 5