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
201
$3.65K ﹤0.01%
22
202
$3.63K ﹤0.01%
40
203
$3.51K ﹤0.01%
+136
204
$3.38K ﹤0.01%
420
205
$3.3K ﹤0.01%
+59
206
$3.25K ﹤0.01%
+70
207
$3.1K ﹤0.01%
+31
208
$3.06K ﹤0.01%
6
209
$2.91K ﹤0.01%
33
210
$2.9K ﹤0.01%
9
211
$2.82K ﹤0.01%
21
212
$2.43K ﹤0.01%
+43
213
$2.4K ﹤0.01%
30
214
$2.4K ﹤0.01%
28
215
$2.24K ﹤0.01%
183
216
$2.11K ﹤0.01%
4
217
$1.91K ﹤0.01%
8
218
$1.7K ﹤0.01%
40
219
$1.64K ﹤0.01%
16
220
$1.63K ﹤0.01%
10
221
$1.29K ﹤0.01%
12
222
$1.22K ﹤0.01%
6
223
$1.14K ﹤0.01%
33
224
$1.04K ﹤0.01%
14
225
$994 ﹤0.01%
14
6 7 8
9
10