CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.69M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$787K
5
TAIL icon
Cambria Tail Risk ETF
TAIL
+$612K

Top Sells

1
+$3.64M
2
+$2.85M
3
+$2.82M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.59M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.42M

Sector Composition

1 Consumer Staples 9.74%
2 Technology 2.79%
3 Consumer Discretionary 2.69%
4 Communication Services 1.37%
5 Financials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-153
252
– –
-100
253
– –
-6,122
254
– –
-18,420
255
– –
-230
256
– –
-58,829
257
– –
-350
258
– –
-4,855
259
– –
-300
260
– –
-3,040
261
– –
-4,450
262
– –
-40
263
– –
-1,500
264
– –
-996
265
– –
-109
266
– –
-40
267
– –
-4,248
268
– –
-39
269
– –
-39
270
– –
-684
7 8 9 10
11