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
151
$54.4K 0.02%
719
+420
152
$53.8K 0.02%
509
153
$53.6K 0.02%
333
154
$52.9K 0.02%
2,081
155
$50.7K 0.02%
4,629
156
$49.4K 0.02%
357
157
$46.9K 0.02%
456
158
$45.8K 0.02%
+1,600
159
$45.3K 0.02%
600
160
$44.9K 0.02%
1,300
161
$43.6K 0.02%
378
+2
162
$43.5K 0.02%
810
163
$43K 0.02%
527
164
$41.2K 0.02%
1,300
165
$41.1K 0.02%
1,238
166
$40.2K 0.02%
167
167
$39.9K 0.02%
187
168
$39.5K 0.02%
484
+17
169
$39.2K 0.02%
500
170
$37.5K 0.01%
500
171
$36.6K 0.01%
561
172
$36.2K 0.01%
284
+204
173
$36.2K 0.01%
534
174
$36.1K 0.01%
678
175
$34.9K 0.01%
260