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
101
$76.6K 0.03%
1,610
102
$72.5K 0.02%
37,935
103
$71.8K 0.02%
2,081
104
$70.4K 0.02%
1,124
105
$68.1K 0.02%
3,252
-1,020
106
$66.8K 0.02%
187
107
$66K 0.02%
355
+29
108
$65.3K 0.02%
357
109
$59K 0.02%
188
-62
110
$58.2K 0.02%
509
111
$57.9K 0.02%
+616
112
$56.7K 0.02%
+592
113
$55.1K 0.02%
1,300
114
$54.3K 0.02%
517
-1,350
115
$52.5K 0.02%
445
116
$51.5K 0.02%
167
117
$51K 0.02%
187
118
$50.6K 0.02%
+425
119
$49.3K 0.02%
4,429
120
$46.6K 0.02%
500
121
$45.8K 0.02%
470
122
$45.5K 0.02%
+578
123
$44.2K 0.02%
628
124
$44.1K 0.01%
42
125
$38.2K 0.01%
208
3 4
5
6 7