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
176
$6.51K ﹤0.01%
36
177
$6.46K ﹤0.01%
57
-4,607
178
$6.44K ﹤0.01%
+64
179
$6.35K ﹤0.01%
+22
180
$6.27K ﹤0.01%
88
-353
181
$6.21K ﹤0.01%
+39
182
$6.1K ﹤0.01%
12
183
$6.03K ﹤0.01%
19
+13
184
$5.78K ﹤0.01%
+82
185
$5.5K ﹤0.01%
+51
186
$5.38K ﹤0.01%
18
187
$5.28K ﹤0.01%
+179
188
$5.26K ﹤0.01%
+84
189
$5.16K ﹤0.01%
48
190
$4.89K ﹤0.01%
22
191
$4.83K ﹤0.01%
70
+64
192
$4.82K ﹤0.01%
+88
193
$4.73K ﹤0.01%
+66
194
$4.7K ﹤0.01%
144
195
$4.54K ﹤0.01%
68
196
$4.47K ﹤0.01%
+30
197
$4.16K ﹤0.01%
+49
198
$4.04K ﹤0.01%
+27
199
$3.74K ﹤0.01%
18
200
$3.71K ﹤0.01%
15
6 7
8
9 10