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
176
$33K 0.01%
180
177
$31.4K 0.01%
318
178
$31.3K 0.01%
500
179
$31.3K 0.01%
700
180
$29.8K 0.01%
1,497
181
$29.7K 0.01%
1,400
182
$29.5K 0.01%
61
183
$29.4K 0.01%
590
184
$27.5K 0.01%
474
-40
185
$27.2K 0.01%
42
186
$26.2K 0.01%
1,000
187
$25.9K 0.01%
480
+440
188
$25.9K 0.01%
3,940
189
$25.4K 0.01%
420
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$24.7K 0.01%
1,000
191
$24.3K 0.01%
525
192
$23.6K 0.01%
152
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193
$22.9K 0.01%
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$22.7K 0.01%
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217
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$21.6K 0.01%
334
197
$20.7K 0.01%
+200
198
$20.3K 0.01%
1,081
+10
199
$19.7K 0.01%
97
200
$19.3K 0.01%
167