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
101
$213K 0.08%
1,894
102
$211K 0.08%
13,481
103
$209K 0.08%
1,944
104
$203K 0.08%
626
105
$202K 0.08%
5,900
+100
106
$200K 0.08%
1,281
-10
107
$186K 0.07%
20,855
108
$180K 0.07%
1,534
+100
109
$175K 0.07%
3,500
-800
110
$173K 0.07%
3,242
111
$173K 0.07%
1,200
112
$163K 0.06%
9,882
113
$160K 0.06%
9,759
114
$153K 0.06%
+45,540
115
$153K 0.06%
19,305
116
$153K 0.06%
1,026
117
$148K 0.06%
265
118
$148K 0.06%
870
119
$147K 0.06%
1,536
120
$138K 0.05%
333
121
$137K 0.05%
4,122
+267
122
$134K 0.05%
690
123
$128K 0.05%
20,562
+653
124
$128K 0.05%
3,606
-110
125
$107K 0.04%
1,572
3 4
5
6 7