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
51
$395K 0.14%
37,415
-450
52
$390K 0.14%
104,128
+6,916
53
$383K 0.14%
972
-10
54
$364K 0.13%
2,647
-1,863
55
$360K 0.13%
3,327
-3,489
56
$348K 0.13%
1,437
-619
57
$334K 0.12%
832
58
$318K 0.12%
20,370
+765
59
$317K 0.11%
713
60
$297K 0.11%
38,604
-73
61
$297K 0.11%
14,092
-8,454
62
$288K 0.1%
3,032
63
$282K 0.1%
1,945
-2,462
64
$272K 0.1%
1,232
-1,134
65
$269K 0.1%
14,715
-14,350
66
$268K 0.1%
18,000
67
$264K 0.1%
249
-14
68
$255K 0.09%
1,944
69
$241K 0.09%
3,934
-21,835
70
$233K 0.08%
2,556
71
$220K 0.08%
1,523
-1,004
72
$207K 0.07%
333
-14
73
$206K 0.07%
3,445
74
$200K 0.07%
259
75
$197K 0.07%
1,867
-162
1 2
3
4 5