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
26
$1.25M 0.45%
2,448
-100
27
$976K 0.35%
62,939
-1,911
28
$933K 0.34%
1,593
-33
29
$928K 0.34%
31,134
30
$862K 0.31%
24,812
31
$833K 0.3%
20,666
32
$819K 0.3%
9,655
+1,682
33
$801K 0.29%
22,017
34
$766K 0.28%
15,827
35
$703K 0.25%
9,967
36
$685K 0.25%
16,379
-712
37
$672K 0.24%
9,576
38
$612K 0.22%
+54,675
39
$612K 0.22%
4,798
-2,964
40
$569K 0.21%
170,787
+15,460
41
$565K 0.2%
21,966
+450
42
$556K 0.2%
1,758
-20
43
$536K 0.19%
1,183
-175
44
$523K 0.19%
8,986
+63
45
$523K 0.19%
10,576
-2
46
$498K 0.18%
719
47
$480K 0.17%
21,077
-136
48
$475K 0.17%
47,978
-337
49
$458K 0.17%
16,367
50
$455K 0.16%
19,067
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