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
51
$440K 0.15%
16,470
-5,496
52
$419K 0.14%
+14,519
53
$414K 0.14%
3,327
54
$404K 0.14%
15,380
+4,697
55
$400K 0.14%
25,923
56
$377K 0.13%
1,061
57
$371K 0.13%
+7,446
58
$357K 0.12%
2,647
59
$353K 0.12%
832
60
$344K 0.12%
11,895
61
$297K 0.1%
5,098
-25,589
62
$287K 0.1%
20,166
-4,961
63
$283K 0.1%
1,973
+28
64
$282K 0.1%
3,193
+267
65
$280K 0.09%
724
-851
66
$277K 0.09%
14,715
67
$276K 0.09%
13,240
-51,499
68
$258K 0.09%
1,944
69
$256K 0.09%
12,600
-5,400
70
$256K 0.09%
1,245
71
$252K 0.09%
3,934
72
$249K 0.08%
14,092
73
$248K 0.08%
815
-622
74
$234K 0.08%
2,556
75
$225K 0.08%
3,445
1 2
3
4 5