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

Top Sells

1
+$1.2M
2
+$1.06M
3
+$705K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$457K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$379K

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
201
$19.1K 0.01%
190
202
$19K 0.01%
992
203
$18.7K 0.01%
216
204
$18.7K 0.01%
1,170
205
$18.3K 0.01%
60
206
$18.1K 0.01%
1,900
207
$17.6K 0.01%
67
208
$16.6K 0.01%
1,000
-1,800
209
$16.2K 0.01%
306
-1,226
210
$16.1K 0.01%
167
211
$16.1K 0.01%
20,064
212
$15.8K 0.01%
120
213
$15.6K 0.01%
200
214
$15.6K 0.01%
100
215
$14.7K 0.01%
167
216
$14.6K 0.01%
250
217
$14.4K 0.01%
535
218
$14.3K 0.01%
148
-7
219
$14K 0.01%
112
220
$12.7K 0.01%
10
-1
221
$12.3K ﹤0.01%
24
222
$12.1K ﹤0.01%
1,700
223
$11.2K ﹤0.01%
72
224
$11K ﹤0.01%
167
225
$10.7K ﹤0.01%
143
7 8
9
10 11