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
126
$37.3K 0.01%
534
127
$34.8K 0.01%
+197
128
$32.7K 0.01%
629
-45
129
$28.9K 0.01%
51
130
$26.9K 0.01%
3,940
131
$26.3K 0.01%
217
132
$26.1K 0.01%
10
133
$24.4K 0.01%
+565
134
$24.3K 0.01%
167
135
$22.3K 0.01%
260
136
$22.3K 0.01%
700
+124
137
$21.3K 0.01%
120
138
$20.1K 0.01%
148
139
$20K 0.01%
992
140
$20K 0.01%
+781
141
$19.7K 0.01%
22
142
$18.3K 0.01%
+429
143
$18.1K 0.01%
+318
144
$17.6K 0.01%
784
-333
145
$16.5K 0.01%
+398
146
$16.3K 0.01%
+262
147
$15.9K 0.01%
70
148
$15K 0.01%
37
149
$14.8K 0.01%
51
+27
150
$13.2K ﹤0.01%
225
4 5
6
7 8