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

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
126
$106K 0.04%
4,709
127
$99.7K 0.04%
5,913
+60
128
$99.2K 0.04%
783
-98
129
$98.4K 0.04%
7,600
130
$96.1K 0.04%
2,330
131
$92.7K 0.04%
634
+26
132
$89.1K 0.04%
965
133
$86.9K 0.03%
230
134
$86.6K 0.03%
1,400
135
$83.8K 0.03%
4,302
136
$82K 0.03%
+2,100
137
$80.9K 0.03%
1,036
138
$80.4K 0.03%
142
139
$80.2K 0.03%
+3,995
140
$76.5K 0.03%
253
141
$69.8K 0.03%
1,780
142
$65.6K 0.03%
250
143
$65.5K 0.03%
500
144
$64K 0.03%
149
-17
145
$63.1K 0.02%
1,610
146
$61K 0.02%
140
147
$59.8K 0.02%
3,600
148
$59.2K 0.02%
117
+35
149
$55.7K 0.02%
1,424
150
$54.5K 0.02%
487
+145