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
76
$347K 0.14%
1,712
77
$336K 0.13%
1,991
+164
78
$320K 0.13%
5,800
+1,900
79
$313K 0.12%
531
+500
80
$300K 0.12%
9,052
-762
81
$299K 0.12%
2,906
82
$298K 0.12%
4,119
83
$294K 0.12%
577
84
$292K 0.12%
7,891
+229
85
$291K 0.12%
+75,757
86
$284K 0.11%
4,819
87
$282K 0.11%
10,150
+3,450
88
$278K 0.11%
2,963
+33
89
$277K 0.11%
1,331
+89
90
$261K 0.1%
6,907
91
$259K 0.1%
605
-50
92
$250K 0.1%
1,412
-944
93
$243K 0.1%
4,156
+10
94
$243K 0.1%
2,200
95
$236K 0.09%
439
-470
96
$236K 0.09%
4,763
97
$233K 0.09%
2,556
98
$222K 0.09%
1,534
99
$221K 0.09%
832
100
$215K 0.09%
4,940
2 3
4
5 6