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
76
$224K 0.08%
38,604
77
$223K 0.08%
+5,291
78
$221K 0.07%
333
79
$218K 0.07%
2,270
-100
80
$213K 0.07%
+8,035
81
$207K 0.07%
266
+7
82
$195K 0.07%
2,168
-60
83
$178K 0.06%
9,759
84
$176K 0.06%
28,173
85
$160K 0.05%
8,724
+761
86
$154K 0.05%
155
+13
87
$140K 0.05%
227
88
$138K 0.05%
4,709
89
$136K 0.05%
5,600
+81
90
$124K 0.04%
965
91
$118K 0.04%
+2,300
92
$111K 0.04%
1,567
93
$105K 0.04%
855
+786
94
$104K 0.04%
1,318
+54
95
$94.5K 0.03%
4,302
96
$93.1K 0.03%
656
+200
97
$88.3K 0.03%
36,632
98
$88K 0.03%
1,780
99
$82.9K 0.03%
226
100
$80.6K 0.03%
824
+146
2 3
4
5 6